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 | $91,395 | $99,020-7.7% | $86,590+5.5% | $147,584-38.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 9.94% | 1312.34%-1302.4pp | 964.84%-954.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $2,761 | $3,132-11.9% | $2,839-2.8% | $4,876-43.4% |
| Participant deferral / active EE | $6,778 | $3,972+70.6% | $3,609+87.8% | $5,439+24.6% |
| Admin fee / account holder | $42,106 | $5,710+637.4% | $4,906+758.3% | $10,885+286.8% |