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 | $195,195 | $150,440+29.7% | $136,294+43.2% | $147,584+32.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.59% | 1049.08%-1038.5pp | 5155.94%-5145.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $4,782 | $5,256-9.0% | $4,695+1.8% | $4,876-1.9% |
| Participant deferral / active EE | $9,776 | $6,630+47.4% | $6,247+56.5% | $5,439+79.7% |
| Admin fee / account holder | $31,789 | $10,905+191.5% | $9,243+243.9% | $10,885+192.0% |