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 | $131,563 | $171,865-23.4% | $149,718-12.1% | $147,584-10.9% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 18.27% | 2113.22%-2094.9pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $5,914 | $6,275-5.8% | $5,445+8.6% | $4,876+21.3% |
| Participant deferral / active EE | $11,649 | $7,271+60.2% | $6,569+77.3% | $5,439+114.2% |
| Admin fee / account holder | $2,353 | $13,799-82.9% | $11,283-79.1% | $10,885-78.4% |