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 | $165,691 | $150,440+10.1% | $136,294+21.6% | $147,584+12.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 1132.88% | 1049.08%+83.8pp | 5155.94%-4023.1pp | 578.55%+554.3pp |
| Employer contribution / active EE | $3,262 | $5,256-37.9% | $4,695-30.5% | $4,876-33.1% |
| Participant deferral / active EE | $12,408 | $6,630+87.1% | $6,247+98.6% | $5,439+128.1% |
| Admin fee / account holder | $1,254 | $10,905-88.5% | $9,243-86.4% | $10,885-88.5% |