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 | $168,156 | $171,865-2.2% | $149,718+12.3% | $147,584+13.9% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 21.39% | 2113.22%-2091.8pp | 1501.63%-1480.2pp | 578.55%-557.2pp |
| Employer contribution / active EE | $7,302 | $6,275+16.4% | $5,445+34.1% | $4,876+49.7% |
| Participant deferral / active EE | $14,292 | $7,271+96.6% | $6,569+117.6% | $5,439+162.8% |
| Admin fee / account holder | $5,622 | $13,799-59.3% | $11,283-50.2% | $10,885-48.3% |