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 | $158,686 | $96,305+64.8% | $80,569+97.0% | $139,434+13.8% |
| Participation rate | 76.9% | 73.6%+3.3pp | 67.0%+9.9pp | 80.3%-3.4pp |
| Annual return | 20.43% | 1350.08%-1329.7pp | 935.43%-915.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,232 | $3,262-31.6% | $2,723-18.0% | $4,751-53.0% |
| Participant deferral / active EE | $5,023 | $5,232-4.0% | $4,447+12.9% | $6,710-25.1% |
| Admin fee / account holder | $9,564 | $6,599+44.9% | $5,377+77.9% | $11,403-16.1% |