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 | $95,320 | $88,751+7.4% | $81,812+16.5% | $145,922-34.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 11.49% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,859 | $3,083+25.1% | $2,912+32.5% | $4,660-17.2% |
| Participant deferral / active EE | $7,390 | $4,643+59.2% | $4,319+71.1% | $6,688+10.5% |
| Admin fee / account holder | $10,808 | $8,415+28.4% | $7,386+46.3% | $13,397-19.3% |