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 | $176,347 | $109,817+60.6% | $98,442+79.1% | $167,490+5.3% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 10.58% | 1956.69%-1946.1pp | 1492.73%-1482.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $4,702 | $3,224+45.9% | $2,960+58.9% | $4,837-2.8% |
| Participant deferral / active EE | $7,544 | $4,673+61.4% | $4,276+76.4% | $6,341+19.0% |
| Admin fee / account holder | $530 | $6,753-92.1% | $5,949-91.1% | $12,309-95.7% |