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 | $82,717 | $171,865-51.9% | $149,718-44.8% | $147,584-44.0% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 25.87% | 2113.22%-2087.3pp | 1501.63%-1475.8pp | 578.55%-552.7pp |
| Employer contribution / active EE | $6,312 | $6,275+0.6% | $5,445+15.9% | $4,876+29.4% |
| Participant deferral / active EE | $4,444 | $7,271-38.9% | $6,569-32.3% | $5,439-18.3% |
| Admin fee / account holder | $1,225 | $13,799-91.1% | $11,283-89.1% | $10,885-88.7% |