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 | $180,166 | $88,751+103.0% | $81,812+120.2% | $145,922+23.5% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.3%+1.3pp | 80.3%-6.6pp |
| Annual return | 14.90% | 1025.40%-1010.5pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,635 | $3,083-14.5% | $2,912-9.5% | $4,660-43.4% |
| Participant deferral / active EE | $10,653 | $4,643+129.4% | $4,319+146.7% | $6,688+59.3% |
| Admin fee / account holder | $36,860 | $8,415+338.0% | $7,386+399.1% | $13,397+175.1% |