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 | $159,293 | $109,817+45.1% | $98,442+61.8% | $167,490-4.9% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 14.52% | 1956.69%-1942.2pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $8,129 | $3,224+152.1% | $2,960+174.6% | $4,837+68.0% |
| Participant deferral / active EE | $2,696 | $4,673-42.3% | $4,276-37.0% | $6,341-57.5% |
| Admin fee / account holder | $1,971 | $6,753-70.8% | $5,949-66.9% | $12,309-84.0% |