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 | $102,424 | $101,317+1.1% | $146,958-30.3% | $74,495+37.5% |
| Participation rate | 87.4% | 75.5%+11.9pp | 82.2%+5.2pp | 67.2%+20.2pp |
| Annual return | 24.71% | 8730.91%-8706.2pp | 418.34%-393.6pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $3,836 | $3,810+0.7% | $4,933-22.2% | $2,623+46.2% |
| Participant deferral / active EE | $11,508 | $7,303+57.6% | $8,070+42.6% | $4,346+164.8% |
| Admin fee / account holder | $10,135 | $1,739+482.8% | $12,998-22.0% | $1,942+421.9% |