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 | $82,427 | $88,751-7.1% | $81,812+0.8% | $145,922-43.5% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.3%+6.2pp | 80.3%-1.7pp |
| Annual return | 12.69% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,276 | $3,083+6.3% | $2,912+12.5% | $4,660-29.7% |
| Participant deferral / active EE | $4,335 | $4,643-6.6% | $4,319+0.4% | $6,688-35.2% |
| Admin fee / account holder | $43,523 | $8,415+417.2% | $7,386+489.3% | $13,397+224.9% |