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 | $241,053 | $150,440+60.2% | $136,294+76.9% | $147,584+63.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 16.22% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $6,813 | $5,256+29.6% | $4,695+45.1% | $4,876+39.7% |
| Participant deferral / active EE | $12,061 | $6,630+81.9% | $6,247+93.1% | $5,439+121.8% |
| Admin fee / account holder | $20,964 | $10,905+92.2% | $9,243+126.8% | $10,885+92.6% |