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 | $178,606 | $171,865+3.9% | $149,718+19.3% | $147,584+21.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 14.18% | 2113.22%-2099.0pp | 1501.63%-1487.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,462 | $6,275-60.8% | $5,445-54.8% | $4,876-49.5% |
| Participant deferral / active EE | $9,691 | $7,271+33.3% | $6,569+47.5% | $5,439+78.2% |
| Admin fee / account holder | $682 | $13,799-95.1% | $11,283-94.0% | $10,885-93.7% |