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 9-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 | $126,386 | $100,852+25.3% | $90,404+39.8% | $158,922-20.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 12.99% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $773 | $3,689-79.0% | $3,262-76.3% | $4,761-83.8% |
| Participant deferral / active EE | $1,297 | $4,348-70.2% | $3,963-67.3% | $5,982-78.3% |
| Admin fee / account holder | $1,503 | $6,501-76.9% | $5,611-73.2% | $11,246-86.6% |