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 | $102,247 | $99,020+3.3% | $86,590+18.1% | $147,584-30.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 13.75% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $8,207 | $3,132+162.1% | $2,839+189.1% | $4,876+68.3% |
| Participant deferral / active EE | $5,202 | $3,972+31.0% | $3,609+44.2% | $5,439-4.4% |
| Admin fee / account holder | $6,196 | $5,710+8.5% | $4,906+26.3% | $10,885-43.1% |