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 | $85,065 | $88,751-4.2% | $81,812+4.0% | $145,922-41.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.80% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,141 | $3,083+1.9% | $2,912+7.8% | $4,660-32.6% |
| Participant deferral / active EE | $8,076 | $4,643+73.9% | $4,319+87.0% | $6,688+20.8% |
| Admin fee / account holder | $17,671 | $8,415+110.0% | $7,386+139.2% | $13,397+31.9% |