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 | $174,921 | $88,751+97.1% | $81,812+113.8% | $145,922+19.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 13.25% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $10,389 | $3,083+237.0% | $2,912+256.7% | $4,660+123.0% |
| Participant deferral / active EE | $12,430 | $4,643+167.7% | $4,319+187.8% | $6,688+85.9% |
| Admin fee / account holder | $21,991 | $8,415+161.3% | $7,386+197.7% | $13,397+64.1% |