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 8-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 | $83,599 | $88,751-5.8% | $81,812+2.2% | $145,922-42.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.43% | 1025.40%-1006.0pp | 773.79%-754.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,955 | $3,083+28.3% | $2,912+35.8% | $4,660-15.1% |
| Participant deferral / active EE | $11,771 | $4,643+153.5% | $4,319+172.6% | $6,688+76.0% |
| Admin fee / account holder | $4,360 | $8,415-48.2% | $7,386-41.0% | $13,397-67.5% |