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 | $178,733 | $101,317+76.4% | $146,958+21.6% | $74,495+139.9% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.2pp |
| Annual return | 20.63% | 8730.91%-8710.3pp | 418.34%-397.7pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $2,890 | $3,810-24.1% | $4,933-41.4% | $2,623+10.2% |
| Participant deferral / active EE | $8,697 | $7,303+19.1% | $8,070+7.8% | $4,346+100.1% |
| Admin fee / account holder | $3,947 | $1,739+127.0% | $12,998-69.6% | $1,942+103.3% |