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 | $120,697 | $96,305+25.3% | $80,569+49.8% | $139,434-13.4% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 19.44% | 1350.08%-1330.6pp | 935.43%-916.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,880 | $3,262-42.4% | $2,723-31.0% | $4,751-60.4% |
| Participant deferral / active EE | $6,733 | $5,232+28.7% | $4,447+51.4% | $6,710+0.3% |
| Admin fee / account holder | $15,100 | $6,599+128.8% | $5,377+180.8% | $11,403+32.4% |