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 | $94,121 | $88,751+6.1% | $81,812+15.0% | $145,922-35.5% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 9.59% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,005 | $3,083-67.4% | $2,912-65.5% | $4,660-78.4% |
| Participant deferral / active EE | $4,245 | $4,643-8.6% | $4,319-1.7% | $6,688-36.5% |
| Admin fee / account holder | $61,140 | $8,415+626.5% | $7,386+727.8% | $13,397+356.4% |