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 | $222,303 | $150,440+47.8% | $136,294+63.1% | $147,584+50.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.08% | 1049.08%-1026.0pp | 5155.94%-5132.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,823 | $5,256-65.3% | $4,695-61.2% | $4,876-62.6% |
| Participant deferral / active EE | $7,872 | $6,630+18.7% | $6,247+26.0% | $5,439+44.7% |
| Admin fee / account holder | $1,211 | $10,905-88.9% | $9,243-86.9% | $10,885-88.9% |