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 | $113,447 | $65,561+73.0% | $86,188+31.6% | $75,163+50.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 24.61% | 46.05%-21.4pp | 1168.45%-1143.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $2,717 | $1,553+75.0% | $2,380+14.2% | $2,670+1.8% |
| Participant deferral / active EE | $3,889 | $3,024+28.6% | $3,985-2.4% | $4,125-5.7% |
| Admin fee / account holder | $5,698 | $5,474+4.1% | $6,852-16.8% | $5,651+0.8% |