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 | $137,958 | $104,486+32.0% | $76,817+79.6% | $152,861-9.7% |
| Participation rate | 77.8% | 76.6%+1.2pp | 72.1%+5.7pp | 82.4%-4.7pp |
| Annual return | 18.71% | 1013.37%-994.7pp | 1166.11%-1147.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $10,001 | $3,116+221.0% | $2,302+334.4% | $4,762+110.0% |
| Participant deferral / active EE | $8,317 | $4,236+96.4% | $3,336+149.3% | $5,850+42.2% |
| Admin fee / account holder | $3,668 | $12,275-70.1% | $6,420-42.9% | $11,596-68.4% |