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 | $83,599 | $88,751-5.8% | $81,812+2.2% | $145,922-42.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.39% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $502 | $3,083-83.7% | $2,912-82.8% | $4,660-89.2% |
| Participant deferral / active EE | $3,152 | $4,643-32.1% | $4,319-27.0% | $6,688-52.9% |
| Admin fee / account holder | $4,770 | $8,415-43.3% | $7,386-35.4% | $13,397-64.4% |