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 | $114,578 | $88,751+29.1% | $81,812+40.1% | $145,922-21.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.67% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,952 | $3,083+93.0% | $2,912+104.4% | $4,660+27.7% |
| Participant deferral / active EE | $5,093 | $4,643+9.7% | $4,319+17.9% | $6,688-23.8% |
| Admin fee / account holder | $1,956 | $8,415-76.8% | $7,386-73.5% | $13,397-85.4% |