See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,501 | $150,440+20.0% | $136,294+32.4% | $147,584+22.3% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 14.64% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $7,081 | $5,256+34.7% | $4,695+50.8% | $4,876+45.2% |
| Participant deferral / active EE | $6,346 | $6,630-4.3% | $6,247+1.6% | $5,439+16.7% |
| Admin fee / account holder | $66,489 | $10,905+509.7% | $9,243+619.3% | $10,885+510.8% |