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 | $137,031 | $88,751+54.4% | $81,812+67.5% | $145,922-6.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 13.97% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,474 | $3,083+45.1% | $2,912+53.6% | $4,660-4.0% |
| Participant deferral / active EE | $10,509 | $4,643+126.3% | $4,319+143.4% | $6,688+57.1% |
| Admin fee / account holder | $9,289 | $8,415+10.4% | $7,386+25.8% | $13,397-30.7% |