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 | $109,694 | $65,561+67.3% | $86,188+27.3% | $75,163+45.9% |
| Participation rate | 96.4% | 60.5%+35.9pp | 69.0%+27.5pp | 67.2%+29.2pp |
| Annual return | 15.45% | 46.05%-30.6pp | 1168.45%-1153.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,660 | $1,553+6.9% | $2,380-30.2% | $2,670-37.8% |
| Participant deferral / active EE | $3,662 | $3,024+21.1% | $3,985-8.1% | $4,125-11.2% |
| Admin fee / account holder | $4,074 | $5,474-25.6% | $6,852-40.5% | $5,651-27.9% |