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 | $121,685 | $109,817+10.8% | $98,442+23.6% | $167,490-27.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 10.46% | 1956.69%-1946.2pp | 1492.73%-1482.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $9,798 | $3,224+203.9% | $2,960+231.0% | $4,837+102.5% |
| Participant deferral / active EE | $5,390 | $4,673+15.3% | $4,276+26.1% | $6,341-15.0% |
| Admin fee / account holder | $753 | $6,753-88.8% | $5,949-87.3% | $12,309-93.9% |