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 | $147,410 | $109,817+34.2% | $98,442+49.7% | $167,490-12.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 10.56% | 1956.69%-1946.1pp | 1492.73%-1482.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $4,814 | $3,224+49.3% | $2,960+62.6% | $4,837-0.5% |
| Participant deferral / active EE | $6,348 | $4,673+35.8% | $4,276+48.5% | $6,341+0.1% |
| Admin fee / account holder | $9,940 | $6,753+47.2% | $5,949+67.1% | $12,309-19.3% |