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 | $153,253 | $101,317+51.3% | $146,958+4.3% | $74,495+105.7% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 14.22% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,048 | $3,810+6.2% | $4,933-17.9% | $2,623+54.3% |
| Participant deferral / active EE | $7,988 | $7,303+9.4% | $8,070-1.0% | $4,346+83.8% |
| Admin fee / account holder | $2,391 | $1,739+37.5% | $12,998-81.6% | $1,942+23.1% |