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 | $229,483 | $150,440+52.5% | $136,294+68.4% | $147,584+55.5% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 20.56% | 1049.08%-1028.5pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,076 | $6,630+6.7% | $6,247+13.3% | $5,439+30.1% |
| Admin fee / account holder | $29,729 | $10,905+172.6% | $9,243+221.6% | $10,885+173.1% |