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 | $119,916 | $99,020+21.1% | $86,590+38.5% | $147,584-18.7% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 15.13% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,331 | $3,132-25.6% | $2,839-17.9% | $4,876-52.2% |
| Participant deferral / active EE | $9,323 | $3,972+134.7% | $3,609+158.4% | $5,439+71.4% |
| Admin fee / account holder | $379 | $5,710-93.4% | $4,906-92.3% | $10,885-96.5% |