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 | $144,859 | $171,865-15.7% | $149,718-3.2% | $147,584-1.8% |
| Participation rate | 94.7% | 88.2%+6.5pp | 87.1%+7.7pp | 82.8%+11.9pp |
| Annual return | 18.49% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $6,972 | $6,275+11.1% | $5,445+28.1% | $4,876+43.0% |
| Participant deferral / active EE | $8,586 | $7,271+18.1% | $6,569+30.7% | $5,439+57.9% |
| Admin fee / account holder | $19,920 | $13,799+44.3% | $11,283+76.5% | $10,885+83.0% |