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 | $122,134 | $82,630+47.8% | $64,105+90.5% | $125,391-2.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 68.2%+23.5pp | 83.2%+8.5pp |
| Annual return | 7.21% | 1489.72%-1482.5pp | 791.24%-784.0pp | 282.22%-275.0pp |
| Employer contribution / active EE | $7,224 | $2,671+170.4% | $1,820+296.9% | $4,866+48.5% |
| Participant deferral / active EE | $5,550 | $3,608+53.8% | $2,822+96.7% | $5,352+3.7% |
| Admin fee / account holder | $366 | $6,382-94.3% | $4,499-91.9% | $9,540-96.2% |