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 | $120,859 | $100,852+19.8% | $90,404+33.7% | $158,922-24.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 20.31% | 1724.20%-1703.9pp | 1293.02%-1272.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $5,191 | $3,689+40.7% | $3,262+59.1% | $4,761+9.0% |
| Participant deferral / active EE | $7,751 | $4,348+78.3% | $3,963+95.6% | $5,982+29.6% |
| Admin fee / account holder | $1,275 | $6,501-80.4% | $5,611-77.3% | $11,246-88.7% |