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 8-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 | $133,862 | $96,305+39.0% | $80,569+66.1% | $139,434-4.0% |
| Participation rate | 94.1% | 73.6%+20.5pp | 67.0%+27.1pp | 80.3%+13.8pp |
| Annual return | 22.71% | 1350.08%-1327.4pp | 935.43%-912.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $10,083 | $3,262+209.1% | $2,723+270.2% | $4,751+112.2% |
| Participant deferral / active EE | $14,412 | $5,232+175.5% | $4,447+224.1% | $6,710+114.8% |
| Admin fee / account holder | $3,832 | $6,599-41.9% | $5,377-28.7% | $11,403-66.4% |