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 | $79,756 | $88,751-10.1% | $81,812-2.5% | $145,922-45.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 10.71% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,904 | $3,083+59.0% | $2,912+68.4% | $4,660+5.2% |
| Participant deferral / active EE | $720 | $4,643-84.5% | $4,319-83.3% | $6,688-89.2% |
| Admin fee / account holder | $27,029 | $8,415+221.2% | $7,386+265.9% | $13,397+101.8% |