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 | $151,271 | $88,751+70.4% | $81,812+84.9% | $145,922+3.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 11.21% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,863 | $3,083-7.2% | $2,912-1.7% | $4,660-38.6% |
| Participant deferral / active EE | $6,583 | $4,643+41.8% | $4,319+52.4% | $6,688-1.6% |
| Admin fee / account holder | $6,179 | $8,415-26.6% | $7,386-16.3% | $13,397-53.9% |