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 | $182,546 | $150,440+21.3% | $136,294+33.9% | $147,584+23.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 21.84% | 1049.08%-1027.2pp | 5155.94%-5134.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,413 | $5,256-73.1% | $4,695-69.9% | $4,876-71.0% |
| Participant deferral / active EE | $9,015 | $6,630+36.0% | $6,247+44.3% | $5,439+65.8% |
| Admin fee / account holder | $368 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |