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 | $124,111 | $109,817+13.0% | $98,442+26.1% | $167,490-25.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 17.57% | 1956.69%-1939.1pp | 1492.73%-1475.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $3,328 | $3,224+3.2% | $2,960+12.5% | $4,837-31.2% |
| Participant deferral / active EE | $8,622 | $4,673+84.5% | $4,276+101.6% | $6,341+36.0% |
| Admin fee / account holder | $577 | $6,753-91.5% | $5,949-90.3% | $12,309-95.3% |