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 | $212,650 | $171,865+23.7% | $149,718+42.0% | $147,584+44.1% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 23.43% | 2113.22%-2089.8pp | 1501.63%-1478.2pp | 578.55%-555.1pp |
| Employer contribution / active EE | $2,011 | $6,275-68.0% | $5,445-63.1% | $4,876-58.8% |
| Participant deferral / active EE | $8,064 | $7,271+10.9% | $6,569+22.8% | $5,439+48.3% |
| Admin fee / account holder | $1,710 | $13,799-87.6% | $11,283-84.8% | $10,885-84.3% |