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 | $126,945 | $100,852+25.9% | $90,404+40.4% | $158,922-20.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 9.15% | 1724.20%-1715.1pp | 1293.02%-1283.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,438 | $3,689-33.9% | $3,262-25.2% | $4,761-48.8% |
| Participant deferral / active EE | $6,730 | $4,348+54.8% | $3,963+69.8% | $5,982+12.5% |
| Admin fee / account holder | $1,136 | $6,501-82.5% | $5,611-79.8% | $11,246-89.9% |