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 5-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 | $102,275 | $88,751+15.2% | $81,812+25.0% | $145,922-29.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.37% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,692 | $3,083-12.7% | $2,912-7.6% | $4,660-42.2% |
| Participant deferral / active EE | $9,822 | $4,643+111.5% | $4,319+127.4% | $6,688+46.9% |
| Admin fee / account holder | $744 | $8,415-91.2% | $7,386-89.9% | $13,397-94.4% |