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 | $217,326 | $150,440+44.5% | $136,294+59.5% | $147,584+47.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.70% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,733 | $5,256-67.0% | $4,695-63.1% | $4,876-64.5% |
| Participant deferral / active EE | $7,574 | $6,630+14.2% | $6,247+21.2% | $5,439+39.3% |
| Admin fee / account holder | $343 | $10,905-96.9% | $9,243-96.3% | $10,885-96.9% |