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 | $120,547 | $100,852+19.5% | $90,404+33.3% | $158,922-24.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 8.33% | 1724.20%-1715.9pp | 1293.02%-1284.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,392 | $3,689-35.2% | $3,262-26.7% | $4,761-49.8% |
| Participant deferral / active EE | $3,096 | $4,348-28.8% | $3,963-21.9% | $5,982-48.2% |
| Admin fee / account holder | $15,735 | $6,501+142.0% | $5,611+180.4% | $11,246+39.9% |