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 | $114,583 | $102,604+11.7% | $86,188+32.9% | $139,434-17.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 14.94% | 1922.51%-1907.6pp | 1168.45%-1153.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,842 | $3,032-39.3% | $2,380-22.6% | $4,751-61.2% |
| Participant deferral / active EE | $4,324 | $4,676-7.5% | $3,985+8.5% | $6,710-35.6% |
| Admin fee / account holder | $1,210 | $8,657-86.0% | $6,852-82.3% | $11,403-89.4% |