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 | $146,533 | $88,751+65.1% | $81,812+79.1% | $145,922+0.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.45% | 1025.40%-1009.0pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,204 | $3,083+3.9% | $2,912+10.0% | $4,660-31.2% |
| Participant deferral / active EE | $4,540 | $4,643-2.2% | $4,319+5.1% | $6,688-32.1% |
| Admin fee / account holder | $6,388 | $8,415-24.1% | $7,386-13.5% | $13,397-52.3% |