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 | $148,296 | $171,865-13.7% | $149,718-0.9% | $147,584+0.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.26% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $6,828 | $6,275+8.8% | $5,445+25.4% | $4,876+40.0% |
| Participant deferral / active EE | $14,114 | $7,271+94.1% | $6,569+114.9% | $5,439+159.5% |
| Admin fee / account holder | $24,403 | $13,799+76.8% | $11,283+116.3% | $10,885+124.2% |