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 | $170,372 | $150,440+13.2% | $136,294+25.0% | $147,584+15.4% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 19.60% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,368 | $5,256-35.9% | $4,695-28.3% | $4,876-30.9% |
| Participant deferral / active EE | $4,624 | $6,630-30.3% | $6,247-26.0% | $5,439-15.0% |
| Admin fee / account holder | $6,958 | $10,905-36.2% | $9,243-24.7% | $10,885-36.1% |