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 | $106,670 | $88,751+20.2% | $81,812+30.4% | $145,922-26.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 15.84% | 1025.40%-1009.6pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $5,358 | $3,083+73.8% | $2,912+84.0% | $4,660+15.0% |
| Participant deferral / active EE | $10,723 | $4,643+131.0% | $4,319+148.3% | $6,688+60.3% |
| Admin fee / account holder | $14,059 | $8,415+67.1% | $7,386+90.3% | $13,397+4.9% |