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 | $55,736 | $185,200-69.9% | $142,863-61.0% | $167,490-66.7% |
| Participation rate | 83.3% | 78.4%+4.9pp | 71.9%+11.4pp | 82.1%+1.2pp |
| Annual return | 16.72% | 8555.70%-8539.0pp | 5637.54%-5620.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,368 | $4,494-69.6% | $3,837-64.4% | $6,341-78.4% |
| Admin fee / account holder | $3,450 | $8,031-57.0% | $6,560-47.4% | $12,309-72.0% |