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 | $192,165 | $124,185+54.7% | $108,410+77.3% | $167,490+14.7% |
| Participation rate | 88.2% | 82.3%+6.0pp | 80.1%+8.1pp | 82.1%+6.1pp |
| Annual return | 16.45% | 1379.64%-1363.2pp | 905.27%-888.8pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,058 | $4,187-50.9% | $3,558-42.2% | $4,837-57.5% |
| Participant deferral / active EE | $9,630 | $6,908+39.4% | $6,563+46.7% | $6,341+51.9% |
| Admin fee / account holder | $5,010 | $9,455-47.0% | $7,295-31.3% | $12,309-59.3% |