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 | $177,290 | $150,440+17.8% | $136,294+30.1% | $147,584+20.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 17.29% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,737 | $5,256-47.9% | $4,695-41.7% | $4,876-43.9% |
| Participant deferral / active EE | $6,021 | $6,630-9.2% | $6,247-3.6% | $5,439+10.7% |
| Admin fee / account holder | $903 | $10,905-91.7% | $9,243-90.2% | $10,885-91.7% |