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 | $109,371 | $88,751+23.2% | $81,812+33.7% | $145,922-25.0% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.3%+6.6pp | 80.3%-1.3pp |
| Annual return | 9.91% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,965 | $4,643-14.6% | $4,319-8.2% | $6,688-40.7% |
| Admin fee / account holder | $12,429 | $8,415+47.7% | $7,386+68.3% | $13,397-7.2% |