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 | $160,424 | $171,865-6.7% | $149,718+7.2% | $147,584+8.7% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 16.09% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $10,028 | $6,275+59.8% | $5,445+84.2% | $4,876+105.6% |
| Participant deferral / active EE | $7,892 | $7,271+8.5% | $6,569+20.1% | $5,439+45.1% |
| Admin fee / account holder | $9,948 | $13,799-27.9% | $11,283-11.8% | $10,885-8.6% |