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 9-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 | $139,104 | $88,751+56.7% | $81,812+70.0% | $145,922-4.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 18.92% | 1025.40%-1006.5pp | 773.79%-754.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,384 | $3,083-22.7% | $2,912-18.1% | $4,660-48.8% |
| Participant deferral / active EE | $5,128 | $4,643+10.4% | $4,319+18.7% | $6,688-23.3% |
| Admin fee / account holder | $1,622 | $8,415-80.7% | $7,386-78.0% | $13,397-87.9% |