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 | $102,217 | $88,751+15.2% | $81,812+24.9% | $145,922-30.0% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 17.67% | 1025.40%-1007.7pp | 773.79%-756.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,196 | $3,083+36.1% | $2,912+44.1% | $4,660-10.0% |
| Participant deferral / active EE | $9,446 | $4,643+103.4% | $4,319+118.7% | $6,688+41.2% |
| Admin fee / account holder | $5,653 | $8,415-32.8% | $7,386-23.5% | $13,397-57.8% |