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 | $95,106 | $70,756+34.4% | $65,493+45.2% | $142,382-33.2% |
| Participation rate | 86.4% | 77.4%+9.0pp | 73.1%+13.3pp | 80.1%+6.2pp |
| Annual return | 18.35% | 1754.89%-1736.5pp | 982.45%-964.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,015 | $2,881+39.4% | $2,574+56.0% | $4,299-6.6% |
| Participant deferral / active EE | $7,119 | $4,637+53.5% | $3,961+79.7% | $6,507+9.4% |
| Admin fee / account holder | $11,265 | $6,559+71.7% | $5,028+124.0% | $12,624-10.8% |