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 | $115,620 | $88,751+30.3% | $81,812+41.3% | $145,922-20.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.67% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,380 | $3,083+9.6% | $2,912+16.1% | $4,660-27.5% |
| Participant deferral / active EE | $9,194 | $4,643+98.0% | $4,319+112.9% | $6,688+37.5% |
| Admin fee / account holder | $3,901 | $8,415-53.6% | $7,386-47.2% | $13,397-70.9% |