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 | $217,025 | $88,751+144.5% | $81,812+165.3% | $145,922+48.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.70% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $13,829 | $3,083+348.5% | $2,912+374.9% | $4,660+196.8% |
| Participant deferral / active EE | $12,090 | $4,643+160.4% | $4,319+180.0% | $6,688+80.8% |
| Admin fee / account holder | $2,268 | $8,415-73.0% | $7,386-69.3% | $13,397-83.1% |