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 | $185,113 | $102,604+80.4% | $86,188+114.8% | $139,434+32.8% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 12.46% | 1922.51%-1910.0pp | 1168.45%-1156.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,051 | $3,032+0.6% | $2,380+28.2% | $4,751-35.8% |
| Participant deferral / active EE | $6,327 | $4,676+35.3% | $3,985+58.8% | $6,710-5.7% |
| Admin fee / account holder | $31,410 | $8,657+262.8% | $6,852+358.4% | $11,403+175.5% |