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 | $231,015 | $150,440+53.6% | $136,294+69.5% | $147,584+56.5% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 16.69% | 1049.08%-1032.4pp | 5155.94%-5139.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,148 | $5,256-40.1% | $4,695-32.9% | $4,876-35.4% |
| Participant deferral / active EE | $7,091 | $6,630+6.9% | $6,247+13.5% | $5,439+30.4% |
| Admin fee / account holder | $1,601 | $10,905-85.3% | $9,243-82.7% | $10,885-85.3% |