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 | $178,402 | $88,751+101.0% | $81,812+118.1% | $145,922+22.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 17.31% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,396 | $3,083-54.7% | $2,912-52.1% | $4,660-70.0% |
| Participant deferral / active EE | $5,584 | $4,643+20.3% | $4,319+29.3% | $6,688-16.5% |
| Admin fee / account holder | $1,090 | $8,415-87.0% | $7,386-85.2% | $13,397-91.9% |