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 4-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 | $86,654 | $88,751-2.4% | $81,812+5.9% | $145,922-40.6% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.3%+17.1pp | 80.3%+9.2pp |
| Annual return | 10.04% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,892 | $3,083+58.6% | $2,912+68.0% | $4,660+5.0% |
| Participant deferral / active EE | $9,060 | $4,643+95.1% | $4,319+109.8% | $6,688+35.5% |
| Admin fee / account holder | $3,117 | $8,415-63.0% | $7,386-57.8% | $13,397-76.7% |