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 | $73,492 | $88,751-17.2% | $81,812-10.2% | $145,922-49.6% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 11.78% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,012 | $3,083+62.6% | $2,912+72.1% | $4,660+7.6% |
| Participant deferral / active EE | $6,148 | $4,643+32.4% | $4,319+42.4% | $6,688-8.1% |
| Admin fee / account holder | $11,726 | $8,415+39.3% | $7,386+58.8% | $13,397-12.5% |