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 | $183,364 | $88,751+106.6% | $81,812+124.1% | $145,922+25.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.09% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,586 | $3,083+48.7% | $2,912+57.5% | $4,660-1.6% |
| Participant deferral / active EE | $13,294 | $4,643+186.3% | $4,319+207.8% | $6,688+98.8% |
| Admin fee / account holder | $752 | $8,415-91.1% | $7,386-89.8% | $13,397-94.4% |