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 | $164,633 | $88,751+85.5% | $81,812+101.2% | $145,922+12.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.62% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $5,485 | $3,083+77.9% | $2,912+88.3% | $4,660+17.7% |
| Participant deferral / active EE | $3,633 | $4,643-21.7% | $4,319-15.9% | $6,688-45.7% |
| Admin fee / account holder | $2,737 | $8,415-67.5% | $7,386-62.9% | $13,397-79.6% |