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 | $93,554 | $68,346+36.9% | $94,646-1.2% | $75,163+24.5% |
| Participation rate | 71.2% | 76.1%-4.9pp | 80.8%-9.7pp | 67.2%+4.0pp |
| Annual return | 16.99% | 616.93%-599.9pp | 156.71%-139.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,107 | $2,701-59.0% | $3,672-69.8% | $2,670-58.5% |
| Participant deferral / active EE | $5,073 | $6,537-22.4% | $7,418-31.6% | $4,125+23.0% |
| Admin fee / account holder | $16,023 | $5,326+200.9% | $7,231+121.6% | $5,651+183.5% |