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 | $136,773 | $88,751+54.1% | $81,812+67.2% | $145,922-6.3% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 12.57% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,269 | $3,083-26.4% | $2,912-22.1% | $4,660-51.3% |
| Participant deferral / active EE | $6,531 | $4,643+40.7% | $4,319+51.2% | $6,688-2.3% |
| Admin fee / account holder | $21,162 | $8,415+151.5% | $7,386+186.5% | $13,397+58.0% |