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 | $134,690 | $102,604+31.3% | $86,188+56.3% | $139,434-3.4% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 18.84% | 1922.51%-1903.7pp | 1168.45%-1149.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,177 | $3,032-28.2% | $2,380-8.5% | $4,751-54.2% |
| Participant deferral / active EE | $10,455 | $4,676+123.6% | $3,985+162.3% | $6,710+55.8% |
| Admin fee / account holder | $6,787 | $8,657-21.6% | $6,852-0.9% | $11,403-40.5% |