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 | $94,271 | $70,756+33.2% | $65,493+43.9% | $142,382-33.8% |
| Participation rate | 78.6% | 77.4%+1.2pp | 73.1%+5.5pp | 80.1%-1.5pp |
| Annual return | 11.82% | 1754.89%-1743.1pp | 982.45%-970.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,788 | $2,881-37.9% | $2,574-30.5% | $4,299-58.4% |
| Participant deferral / active EE | $6,596 | $4,637+42.2% | $3,961+66.5% | $6,507+1.4% |
| Admin fee / account holder | $27,264 | $6,559+315.7% | $5,028+442.2% | $12,624+116.0% |