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 | $185,864 | $150,440+23.5% | $136,294+36.4% | $147,584+25.9% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 16.68% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,519 | $5,256-33.0% | $4,695-25.1% | $4,876-27.8% |
| Participant deferral / active EE | $7,170 | $6,630+8.1% | $6,247+14.8% | $5,439+31.8% |
| Admin fee / account holder | $2,970 | $10,905-72.8% | $9,243-67.9% | $10,885-72.7% |