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 | $181,723 | $150,440+20.8% | $136,294+33.3% | $147,584+23.1% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 16.45% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $7,279 | $5,256+38.5% | $4,695+55.0% | $4,876+49.3% |
| Participant deferral / active EE | $9,069 | $6,630+36.8% | $6,247+45.2% | $5,439+66.8% |
| Admin fee / account holder | $2,674 | $10,905-75.5% | $9,243-71.1% | $10,885-75.4% |