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 5-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 | $117,548 | $102,604+14.6% | $86,188+36.4% | $139,434-15.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 17.32% | 1922.51%-1905.2pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $15,847 | $3,032+422.6% | $2,380+565.8% | $4,751+233.6% |
| Participant deferral / active EE | $9,795 | $4,676+109.5% | $3,985+145.8% | $6,710+46.0% |
| Admin fee / account holder | $425 | $8,657-95.1% | $6,852-93.8% | $11,403-96.3% |