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 | $50,809 | $88,751-42.8% | $81,812-37.9% | $145,922-65.2% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.3%+10.3pp | 80.3%+2.3pp |
| Annual return | 16.71% | 1025.40%-1008.7pp | 773.79%-757.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,456 | $4,643-4.0% | $4,319+3.2% | $6,688-33.4% |
| Admin fee / account holder | $4,710 | $8,415-44.0% | $7,386-36.2% | $13,397-64.8% |