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 | $108,494 | $101,317+7.1% | $146,958-26.2% | $74,495+45.6% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 14.89% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,905 | $3,810-23.8% | $4,933-41.1% | $2,623+10.7% |
| Participant deferral / active EE | $7,953 | $7,303+8.9% | $8,070-1.4% | $4,346+83.0% |
| Admin fee / account holder | $2,108 | $1,739+21.2% | $12,998-83.8% | $1,942+8.6% |