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 | $121,391 | $109,817+10.5% | $98,442+23.3% | $167,490-27.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.34% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,117 | $3,224+27.7% | $2,960+39.1% | $4,837-14.9% |
| Participant deferral / active EE | $6,760 | $4,673+44.6% | $4,276+58.1% | $6,341+6.6% |
| Admin fee / account holder | $30,497 | $6,753+351.6% | $5,949+412.6% | $12,309+147.8% |