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 6-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 | $140,903 | $101,317+39.1% | $146,958-4.1% | $74,495+89.1% |
| Participation rate | 80.6% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.4pp |
| Annual return | 24.39% | 8730.91%-8706.5pp | 418.34%-393.9pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $5,381 | $3,810+41.2% | $4,933+9.1% | $2,623+105.1% |
| Participant deferral / active EE | $9,926 | $7,303+35.9% | $8,070+23.0% | $4,346+128.4% |
| Admin fee / account holder | $2,351 | $1,739+35.2% | $12,998-81.9% | $1,942+21.1% |