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 | $152,042 | $102,604+48.2% | $86,188+76.4% | $139,434+9.0% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 10.26% | 1922.51%-1912.2pp | 1168.45%-1158.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,566 | $3,032-15.4% | $2,380+7.8% | $4,751-46.0% |
| Participant deferral / active EE | $8,609 | $4,676+84.1% | $3,985+116.0% | $6,710+28.3% |
| Admin fee / account holder | $19,352 | $8,657+123.5% | $6,852+182.4% | $11,403+69.7% |