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 | $180,664 | $171,865+5.1% | $149,718+20.7% | $147,584+22.4% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 13.03% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $4,979 | $6,275-20.7% | $5,445-8.6% | $4,876+2.1% |
| Participant deferral / active EE | $11,228 | $7,271+54.4% | $6,569+70.9% | $5,439+106.4% |
| Admin fee / account holder | $20,252 | $13,799+46.8% | $11,283+79.5% | $10,885+86.0% |