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 | $175,982 | $171,865+2.4% | $149,718+17.5% | $147,584+19.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.47% | 2113.22%-2094.7pp | 1501.63%-1483.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $4,087 | $6,275-34.9% | $5,445-24.9% | $4,876-16.2% |
| Participant deferral / active EE | $4,327 | $7,271-40.5% | $6,569-34.1% | $5,439-20.4% |
| Admin fee / account holder | $6,714 | $13,799-51.3% | $11,283-40.5% | $10,885-38.3% |