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 | $134,740 | $72,400+86.1% | $67,502+99.6% | $145,922-7.7% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 24.90% | 7182.46%-7157.6pp | 3512.12%-3487.2pp | 561.29%-536.4pp |
| Employer contribution / active EE | $8,495 | $3,069+176.8% | $2,731+211.1% | $4,660+82.3% |
| Participant deferral / active EE | $7,895 | $4,783+65.1% | $4,000+97.4% | $6,688+18.0% |
| Admin fee / account holder | $15,850 | $5,539+186.2% | $3,998+296.5% | $13,397+18.3% |