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 | $143,319 | $102,604+39.7% | $86,188+66.3% | $139,434+2.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 17.32% | 1922.51%-1905.2pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,391 | $3,032-21.2% | $2,380+0.4% | $4,751-49.7% |
| Participant deferral / active EE | $9,072 | $4,676+94.0% | $3,985+127.6% | $6,710+35.2% |
| Admin fee / account holder | $26,365 | $8,657+204.6% | $6,852+284.8% | $11,403+131.2% |