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 | $186,126 | $171,865+8.3% | $149,718+24.3% | $147,584+26.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 15.52% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $4,641 | $6,275-26.0% | $5,445-14.8% | $4,876-4.8% |
| Participant deferral / active EE | $11,888 | $7,271+63.5% | $6,569+81.0% | $5,439+118.6% |
| Admin fee / account holder | $14,054 | $13,799+1.8% | $11,283+24.6% | $10,885+29.1% |