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 | $119,226 | $72,400+64.7% | $67,502+76.6% | $145,922-18.3% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 9.32% | 7182.46%-7173.1pp | 3512.12%-3502.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $9,453 | $3,069+208.0% | $2,731+246.1% | $4,660+102.9% |
| Participant deferral / active EE | $5,457 | $4,783+14.1% | $4,000+36.4% | $6,688-18.4% |
| Admin fee / account holder | $3,562 | $5,539-35.7% | $3,998-10.9% | $13,397-73.4% |