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 | $153,837 | $171,865-10.5% | $149,718+2.8% | $147,584+4.2% |
| Participation rate | 89.5% | 88.2%+1.3pp | 87.1%+2.4pp | 82.8%+6.6pp |
| Annual return | 20.23% | 2113.22%-2093.0pp | 1501.63%-1481.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $12,037 | $6,275+91.8% | $5,445+121.1% | $4,876+146.8% |
| Participant deferral / active EE | $16,289 | $7,271+124.0% | $6,569+148.0% | $5,439+199.5% |
| Admin fee / account holder | $10,625 | $13,799-23.0% | $11,283-5.8% | $10,885-2.4% |