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 | $104,152 | $88,751+17.4% | $81,812+27.3% | $145,922-28.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 22.27% | 1025.40%-1003.1pp | 773.79%-751.5pp | 561.29%-539.0pp |
| Employer contribution / active EE | $5,333 | $3,083+73.0% | $2,912+83.1% | $4,660+14.5% |
| Participant deferral / active EE | $4,393 | $4,643-5.4% | $4,319+1.7% | $6,688-34.3% |
| Admin fee / account holder | $10,075 | $8,415+19.7% | $7,386+36.4% | $13,397-24.8% |