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 | $227,890 | $150,440+51.5% | $136,294+67.2% | $147,584+54.4% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 26.73% | 1049.08%-1022.3pp | 5155.94%-5129.2pp | 578.55%-551.8pp |
| Employer contribution / active EE | $2,037 | $5,256-61.2% | $4,695-56.6% | $4,876-58.2% |
| Participant deferral / active EE | $8,379 | $6,630+26.4% | $6,247+34.1% | $5,439+54.1% |
| Admin fee / account holder | $552 | $10,905-94.9% | $9,243-94.0% | $10,885-94.9% |