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 | $163,307 | $124,185+31.5% | $108,410+50.6% | $167,490-2.5% |
| Participation rate | 90.0% | 82.3%+7.7pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 14.82% | 1379.64%-1364.8pp | 905.27%-890.5pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,558 | $4,187-15.0% | $3,5580% | $4,837-26.5% |
| Participant deferral / active EE | $9,818 | $6,908+42.1% | $6,563+49.6% | $6,341+54.8% |
| Admin fee / account holder | $4,935 | $9,455-47.8% | $7,295-32.3% | $12,309-59.9% |