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 | $87,703 | $171,865-49.0% | $149,718-41.4% | $147,584-40.6% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 14.62% | 2113.22%-2098.6pp | 1501.63%-1487.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $15,404 | $7,271+111.9% | $6,569+134.5% | $5,439+183.2% |
| Admin fee / account holder | $4,330 | $13,799-68.6% | $11,283-61.6% | $10,885-60.2% |