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 | $127,446 | $96,305+32.3% | $80,569+58.2% | $139,434-8.6% |
| Participation rate | 84.2% | 73.6%+10.6pp | 67.0%+17.2pp | 80.3%+3.9pp |
| Annual return | 21.28% | 1350.08%-1328.8pp | 935.43%-914.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,486 | $5,232+24.0% | $4,447+45.8% | $6,710-3.3% |
| Admin fee / account holder | $1,043 | $6,599-84.2% | $5,377-80.6% | $11,403-90.9% |