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 | $119,594 | $100,852+18.6% | $90,404+32.3% | $158,922-24.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.62% | 1724.20%-1703.6pp | 1293.02%-1272.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $6,051 | $3,689+64.0% | $3,262+85.5% | $4,761+27.1% |
| Participant deferral / active EE | $12,187 | $4,348+180.3% | $3,963+207.5% | $5,982+103.7% |
| Admin fee / account holder | $1,303 | $6,501-80.0% | $5,611-76.8% | $11,246-88.4% |