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 | $141,223 | $156,846-10.0% | $121,098+16.6% | $139,434+1.3% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 17.50% | 1474.56%-1457.1pp | 985.75%-968.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,404 | $5,536-38.5% | $4,164-18.2% | $4,751-28.3% |
| Participant deferral / active EE | $5,230 | $4,844+8.0% | $4,080+28.2% | $6,710-22.1% |
| Admin fee / account holder | $1,169 | $6,946-83.2% | $5,644-79.3% | $11,403-89.7% |