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 | $157,939 | $101,317+55.9% | $146,958+7.5% | $74,495+112.0% |
| Participation rate | 86.3% | 75.5%+10.7pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 14.32% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,433 | $3,810-9.9% | $4,933-30.4% | $2,623+30.9% |
| Participant deferral / active EE | $9,666 | $7,303+32.4% | $8,070+19.8% | $4,346+122.4% |
| Admin fee / account holder | $9,866 | $1,739+467.4% | $12,998-24.1% | $1,942+408.1% |