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 | $144,039 | $171,865-16.2% | $149,718-3.8% | $147,584-2.4% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 17.01% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,927 | $6,275-53.4% | $5,445-46.2% | $4,876-40.0% |
| Participant deferral / active EE | $8,006 | $7,271+10.1% | $6,569+21.9% | $5,439+47.2% |
| Admin fee / account holder | $23,173 | $13,799+67.9% | $11,283+105.4% | $10,885+112.9% |