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 | $123,472 | $171,865-28.2% | $149,718-17.5% | $147,584-16.3% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 16.86% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $7,500 | $6,275+19.5% | $5,445+37.7% | $4,876+53.8% |
| Participant deferral / active EE | $15,071 | $7,271+107.3% | $6,569+129.4% | $5,439+177.1% |
| Admin fee / account holder | $9,402 | $13,799-31.9% | $11,283-16.7% | $10,885-13.6% |