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 | $165,359 | $100,852+64.0% | $90,404+82.9% | $158,922+4.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 7.31% | 1724.20%-1716.9pp | 1293.02%-1285.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,816 | $3,689-23.6% | $3,262-13.7% | $4,761-40.8% |
| Participant deferral / active EE | $7,923 | $4,348+82.2% | $3,963+99.9% | $5,982+32.5% |
| Admin fee / account holder | $690 | $6,501-89.4% | $5,611-87.7% | $11,246-93.9% |