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 | $118,848 | $77,419+53.5% | $69,455+71.1% | $152,861-22.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 172.96% | 39.06%+133.9pp | 28.97%+144.0pp | 345.32%-172.4pp |
| Employer contribution / active EE | $2,395 | $3,315-27.8% | $2,779-13.8% | $4,762-49.7% |
| Participant deferral / active EE | $5,667 | $4,414+28.4% | $3,535+60.3% | $5,850-3.1% |
| Admin fee / account holder | $390 | $6,207-93.7% | $3,839-89.8% | $11,596-96.6% |