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 | $120,882 | $97,757+23.7% | $83,848+44.2% | $135,375-10.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 5.92% | 1287.37%-1281.5pp | 850.88%-845.0pp | 519.73%-513.8pp |
| Employer contribution / active EE | $6,250 | $4,222+48.0% | $3,631+72.1% | $4,779+30.8% |
| Participant deferral / active EE | $2,117 | $4,682-54.8% | $4,082-48.1% | $5,609-62.3% |
| Admin fee / account holder | $14,979 | $6,674+124.4% | $5,478+173.4% | $10,827+38.4% |