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 | $123,634 | $72,400+70.8% | $67,502+83.2% | $145,922-15.3% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 21.38% | 7182.46%-7161.1pp | 3512.12%-3490.7pp | 561.29%-539.9pp |
| Employer contribution / active EE | $7,293 | $3,069+137.6% | $2,731+167.0% | $4,660+56.5% |
| Participant deferral / active EE | $2,957 | $4,783-38.2% | $4,000-26.1% | $6,688-55.8% |
| Admin fee / account holder | $1,658 | $5,539-70.1% | $3,998-58.5% | $13,397-87.6% |