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 | $127,624 | $102,604+24.4% | $86,188+48.1% | $139,434-8.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.55% | 1922.51%-1903.0pp | 1168.45%-1148.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $4,139 | $3,032+36.5% | $2,380+73.9% | $4,751-12.9% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $6,861 | $8,657-20.7% | $6,852+0.1% | $11,403-39.8% |