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 | $136,272 | $100,041+36.2% | $149,718-9.0% | $70,131+94.3% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.1%+5.5pp | 69.5%+23.0pp |
| Annual return | 21.88% | 27.43%-5.5pp | 1501.63%-1479.7pp | 73.14%-51.3pp |
| Employer contribution / active EE | $2,388 | $3,662-34.8% | $5,445-56.1% | $2,342+1.9% |
| Participant deferral / active EE | $7,015 | $4,983+40.8% | $6,569+6.8% | $3,332+110.6% |
| Admin fee / account holder | $5,150 | $8,286-37.8% | $11,283-54.4% | $4,645+10.9% |