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 | $101,318 | $88,751+14.2% | $81,812+23.8% | $145,922-30.6% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.3%+10.3pp | 80.3%+2.3pp |
| Annual return | 11.09% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,373 | $3,083+106.7% | $2,912+118.8% | $4,660+36.8% |
| Participant deferral / active EE | $8,136 | $4,643+75.2% | $4,319+88.4% | $6,688+21.7% |
| Admin fee / account holder | $30,897 | $8,415+267.1% | $7,386+318.3% | $13,397+130.6% |