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 | $89,625 | $65,561+36.7% | $86,188+4.0% | $75,163+19.2% |
| Participation rate | 98.2% | 60.5%+37.8pp | 69.0%+29.3pp | 67.2%+31.1pp |
| Annual return | 18.39% | 46.05%-27.7pp | 1168.45%-1150.1pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,373 | $1,553+52.9% | $2,380-0.3% | $2,670-11.1% |
| Participant deferral / active EE | $6,057 | $3,024+100.3% | $3,985+52.0% | $4,125+46.8% |
| Admin fee / account holder | $961 | $5,474-82.4% | $6,852-86.0% | $5,651-83.0% |