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 | $213,317 | $150,440+41.8% | $136,294+56.5% | $147,584+44.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 11.37% | 1049.08%-1037.7pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $5,254 | $5,2560% | $4,695+11.9% | $4,876+7.7% |
| Participant deferral / active EE | $2,774 | $6,630-58.2% | $6,247-55.6% | $5,439-49.0% |
| Admin fee / account holder | $1,543 | $10,905-85.9% | $9,243-83.3% | $10,885-85.8% |