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 | $172,155 | $88,751+94.0% | $81,812+110.4% | $145,922+18.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.75% | 1025.40%-1012.7pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,126 | $3,083+66.2% | $2,912+76.0% | $4,660+10.0% |
| Participant deferral / active EE | $11,925 | $4,643+156.8% | $4,319+176.1% | $6,688+78.3% |
| Admin fee / account holder | $1,149 | $8,415-86.3% | $7,386-84.4% | $13,397-91.4% |