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 9-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 | $91,820 | $88,751+3.5% | $81,812+12.2% | $145,922-37.1% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.3%+4.1pp | 80.3%-3.8pp |
| Annual return | 19.00% | 1025.40%-1006.4pp | 773.79%-754.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $5,142 | $3,083+66.8% | $2,912+76.6% | $4,660+10.4% |
| Participant deferral / active EE | $6,537 | $4,643+40.8% | $4,319+51.4% | $6,688-2.3% |
| Admin fee / account holder | $2,980 | $8,415-64.6% | $7,386-59.6% | $13,397-77.8% |