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 6-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 | $95,537 | $88,751+7.6% | $81,812+16.8% | $145,922-34.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 16.31% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,466 | $3,083+44.9% | $2,912+53.4% | $4,660-4.1% |
| Participant deferral / active EE | $14,598 | $4,643+214.4% | $4,319+238.0% | $6,688+118.3% |
| Admin fee / account holder | $1,528 | $8,415-81.8% | $7,386-79.3% | $13,397-88.6% |