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 | $130,236 | $88,751+46.7% | $81,812+59.2% | $145,922-10.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 12.38% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,061 | $3,083-33.2% | $2,912-29.2% | $4,660-55.8% |
| Participant deferral / active EE | $6,747 | $4,643+45.3% | $4,319+56.2% | $6,688+0.9% |
| Admin fee / account holder | $73,069 | $8,415+768.3% | $7,386+889.3% | $13,397+445.4% |