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 | $174,100 | $88,751+96.2% | $81,812+112.8% | $145,922+19.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 15.33% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,736 | $3,083-11.3% | $2,912-6.0% | $4,660-41.3% |
| Participant deferral / active EE | $13,796 | $4,643+197.1% | $4,319+219.4% | $6,688+106.3% |
| Admin fee / account holder | $5,572 | $8,415-33.8% | $7,386-24.6% | $13,397-58.4% |