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 | $169,230 | $159,901+5.8% | $146,958+15.2% | $145,922+16.0% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 20.13% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $3,413 | $5,286-35.4% | $4,933-30.8% | $4,660-26.7% |
| Participant deferral / active EE | $10,461 | $8,428+24.1% | $8,070+29.6% | $6,688+56.4% |
| Admin fee / account holder | $26,678 | $15,044+77.3% | $12,998+105.2% | $13,397+99.1% |