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 | $141,427 | $109,817+28.8% | $98,442+43.7% | $167,490-15.6% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 27.16% | 1956.69%-1929.5pp | 1492.73%-1465.6pp | 478.56%-451.4pp |
| Employer contribution / active EE | $4,056 | $3,224+25.8% | $2,960+37.0% | $4,837-16.2% |
| Participant deferral / active EE | $8,382 | $4,673+79.4% | $4,276+96.0% | $6,341+32.2% |
| Admin fee / account holder | $3,625 | $6,753-46.3% | $5,949-39.1% | $12,309-70.6% |