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 | $105,730 | $88,751+19.1% | $81,812+29.2% | $145,922-27.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.11% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,317 | $3,083+7.6% | $2,912+13.9% | $4,660-28.8% |
| Participant deferral / active EE | $5,849 | $4,643+26.0% | $4,319+35.4% | $6,688-12.5% |
| Admin fee / account holder | $1,225 | $8,415-85.4% | $7,386-83.4% | $13,397-90.9% |