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 | $109,367 | $112,096-2.4% | $95,952+14.0% | $158,922-31.2% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 9.84% | 171.09%-161.3pp | 91.61%-81.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,414 | $4,784-49.5% | $4,167-42.1% | $5,982-59.6% |
| Admin fee / account holder | $22,988 | $10,130+126.9% | $6,795+238.3% | $11,246+104.4% |