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 | $62,586 | $54,705+14.4% | $71,209-12.1% | $84,808-26.2% |
| Participation rate | 72.6% | 64.1%+8.6pp | 73.8%-1.1pp | 68.3%+4.3pp |
| Annual return | 317.60% | 35.90%+281.7pp | 282.51%+35.1pp | 40.90%+276.7pp |
| Employer contribution / active EE | $2,618 | $2,158+21.3% | $2,721-3.8% | $2,631-0.5% |
| Participant deferral / active EE | $5,983 | $3,030+97.4% | $4,175+43.3% | $4,212+42.1% |
| Admin fee / account holder | $9,407 | $4,863+93.4% | $5,349+75.9% | $7,344+28.1% |