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 | $153,445 | $137,414+11.7% | $189,513-19.0% | $85,850+78.7% |
| Participation rate | 79.4% | 84.6%-5.2pp | 87.8%-8.4pp | 69.3%+10.1pp |
| Annual return | 24.44% | 38.14%-13.7pp | 555.15%-530.7pp | 318.53%-294.1pp |
| Employer contribution / active EE | $13,661 | $4,344+214.5% | $6,162+121.7% | $2,565+432.6% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $333 | $8,630-96.1% | $12,045-97.2% | $6,260-94.7% |