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 | $204,171 | $150,440+35.7% | $136,294+49.8% | $147,584+38.3% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 13.78% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $3,377 | $5,256-35.8% | $4,695-28.1% | $4,876-30.8% |
| Participant deferral / active EE | $9,065 | $6,630+36.7% | $6,247+45.1% | $5,439+66.7% |
| Admin fee / account holder | $38,315 | $10,905+251.3% | $9,243+314.5% | $10,885+252.0% |