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 | $122,539 | $100,852+21.5% | $90,404+35.5% | $158,922-22.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.90% | 1724.20%-1704.3pp | 1293.02%-1273.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $6,364 | $3,689+72.5% | $3,262+95.1% | $4,761+33.7% |
| Participant deferral / active EE | $9,325 | $4,348+114.5% | $3,963+135.3% | $5,982+55.9% |
| Admin fee / account holder | $912 | $6,501-86.0% | $5,611-83.7% | $11,246-91.9% |