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 | $153,149 | $150,440+1.8% | $136,294+12.4% | $147,584+3.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 13.82% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $12,003 | $5,256+128.4% | $4,695+155.6% | $4,876+146.2% |
| Participant deferral / active EE | $12,759 | $6,630+92.4% | $6,247+104.2% | $5,439+134.6% |
| Admin fee / account holder | $1,111 | $10,905-89.8% | $9,243-88.0% | $10,885-89.8% |