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 7-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 | $115,463 | $228,332-49.4% | $185,823-37.9% | $158,922-27.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1690.98% | 40.80%+1650.2pp | 35.95%+1655.0pp | 302.83%+1388.2pp |
| Employer contribution / active EE | $5,094 | $4,967+2.6% | $4,087+24.6% | $4,761+7.0% |
| Participant deferral / active EE | $6,890 | $6,415+7.4% | $5,632+22.3% | $5,982+15.2% |
| Admin fee / account holder | $1,429 | $11,864-88.0% | $9,500-85.0% | $11,246-87.3% |