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 | $184,164 | $88,751+107.5% | $81,812+125.1% | $145,922+26.2% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.3%+8.9pp | 80.3%+1.0pp |
| Annual return | 19.85% | 1025.40%-1005.5pp | 773.79%-753.9pp | 561.29%-541.4pp |
| Employer contribution / active EE | $3,979 | $3,083+29.0% | $2,912+36.6% | $4,660-14.6% |
| Participant deferral / active EE | $9,715 | $4,643+109.2% | $4,319+125.0% | $6,688+45.3% |
| Admin fee / account holder | $6,193 | $8,415-26.4% | $7,386-16.2% | $13,397-53.8% |