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 9-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 | $109,717 | $88,751+23.6% | $81,812+34.1% | $145,922-24.8% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.3%-1.8pp | 80.3%-9.7pp |
| Annual return | 10.72% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,629 | $3,083-14.7% | $2,912-9.7% | $4,660-43.6% |
| Participant deferral / active EE | $3,716 | $4,643-20.0% | $4,319-13.9% | $6,688-44.4% |
| Admin fee / account holder | $12,911 | $8,415+53.4% | $7,386+74.8% | $13,397-3.6% |