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 7-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 | $93,048 | $88,751+4.8% | $81,812+13.7% | $145,922-36.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 12.79% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,134 | $3,083+34.1% | $2,912+42.0% | $4,660-11.3% |
| Participant deferral / active EE | $9,194 | $4,643+98.0% | $4,319+112.9% | $6,688+37.5% |
| Admin fee / account holder | $21,391 | $8,415+154.2% | $7,386+189.6% | $13,397+59.7% |