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 | $107,163 | $88,751+20.7% | $81,812+31.0% | $145,922-26.6% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 14.24% | 1025.40%-1011.2pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $10,941 | $3,083+254.8% | $2,912+275.7% | $4,660+134.8% |
| Participant deferral / active EE | $12,715 | $4,643+173.8% | $4,319+194.4% | $6,688+90.1% |
| Admin fee / account holder | $531 | $8,415-93.7% | $7,386-92.8% | $13,397-96.0% |