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 | $214,271 | $150,440+42.4% | $136,294+57.2% | $147,584+45.2% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 16.18% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,977 | $5,256-62.4% | $4,695-57.9% | $4,876-59.5% |
| Participant deferral / active EE | $9,707 | $6,630+46.4% | $6,247+55.4% | $5,439+78.5% |
| Admin fee / account holder | $4,449 | $10,905-59.2% | $9,243-51.9% | $10,885-59.1% |