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 | $156,166 | $150,440+3.8% | $136,294+14.6% | $147,584+5.8% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 11.29% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $4,285 | $5,256-18.5% | $4,695-8.7% | $4,876-12.1% |
| Participant deferral / active EE | $7,058 | $6,630+6.4% | $6,247+13.0% | $5,439+29.8% |
| Admin fee / account holder | $13,139 | $10,905+20.5% | $9,243+42.1% | $10,885+20.7% |