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 | $109,717 | $57,281+91.5% | $86,612+26.7% | $75,163+46.0% |
| Participation rate | 87.7% | 63.2%+24.5pp | 71.7%+16.0pp | 67.2%+20.5pp |
| Annual return | 19.61% | 2670.75%-2651.1pp | 591.07%-571.5pp | 160.62%-141.0pp |
| Employer contribution / active EE | $8,230 | $2,314+255.6% | $3,022+172.3% | $2,670+208.3% |
| Participant deferral / active EE | $9,382 | $3,318+182.8% | $4,438+111.4% | $4,125+127.4% |
| Admin fee / account holder | $3,171 | $4,112-22.9% | $5,614-43.5% | $5,651-43.9% |