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 | $164,602 | $102,604+60.4% | $86,188+91.0% | $139,434+18.1% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 20.53% | 1922.51%-1902.0pp | 1168.45%-1147.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,266 | $3,032+40.7% | $2,380+79.2% | $4,751-10.2% |
| Participant deferral / active EE | $10,730 | $4,676+129.5% | $3,985+169.2% | $6,710+59.9% |
| Admin fee / account holder | $674 | $8,657-92.2% | $6,852-90.2% | $11,403-94.1% |