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 | $67,070 | $65,561+2.3% | $86,188-22.2% | $75,163-10.8% |
| Participation rate | 86.8% | 60.5%+26.4pp | 69.0%+17.9pp | 67.2%+19.7pp |
| Annual return | 14.88% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,170 | $3,024+37.9% | $3,985+4.6% | $4,125+1.1% |
| Admin fee / account holder | $17,509 | $5,474+219.9% | $6,852+155.5% | $5,651+209.8% |