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 | $153,875 | $102,604+50.0% | $86,188+78.5% | $139,434+10.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 19.96% | 1922.51%-1902.6pp | 1168.45%-1148.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $10,993 | $3,032+262.5% | $2,380+361.9% | $4,751+131.4% |
| Participant deferral / active EE | $8,400 | $4,676+79.6% | $3,985+110.8% | $6,710+25.2% |
| Admin fee / account holder | $822 | $8,657-90.5% | $6,852-88.0% | $11,403-92.8% |