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 | $170,372 | $102,604+66.0% | $86,188+97.7% | $139,434+22.2% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.0%+16.0pp | 80.3%+4.7pp |
| Annual return | 19.76% | 1922.51%-1902.8pp | 1168.45%-1148.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $8,745 | $3,032+188.4% | $2,380+267.4% | $4,751+84.1% |
| Participant deferral / active EE | $2,752 | $4,676-41.1% | $3,985-31.0% | $6,710-59.0% |
| Admin fee / account holder | $8,980 | $8,657+3.7% | $6,852+31.1% | $11,403-21.2% |