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 | $135,228 | $124,185+8.9% | $108,410+24.7% | $167,490-19.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.94% | 1379.64%-1367.7pp | 905.27%-893.3pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,128 | $4,187-25.3% | $3,558-12.1% | $4,837-35.3% |
| Participant deferral / active EE | $8,829 | $6,908+27.8% | $6,563+34.5% | $6,341+39.2% |
| Admin fee / account holder | $19,823 | $9,455+109.7% | $7,295+171.7% | $12,309+61.0% |