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 | $85,462 | $99,020-13.7% | $86,590-1.3% | $147,584-42.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 10.52% | 1312.34%-1301.8pp | 964.84%-954.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,250 | $3,132-28.2% | $2,839-20.8% | $4,876-53.9% |
| Participant deferral / active EE | $5,725 | $3,972+44.1% | $3,609+58.6% | $5,439+5.3% |
| Admin fee / account holder | $102,453 | $5,710+1694.2% | $4,906+1988.5% | $10,885+841.2% |