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 | $135,695 | $88,751+52.9% | $81,812+65.9% | $145,922-7.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 12.69% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,300 | $3,083-25.4% | $2,912-21.0% | $4,660-50.6% |
| Participant deferral / active EE | $4,515 | $4,643-2.8% | $4,319+4.5% | $6,688-32.5% |
| Admin fee / account holder | $4,530 | $8,415-46.2% | $7,386-38.7% | $13,397-66.2% |