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 | $24,784 | $88,751-72.1% | $81,812-69.7% | $145,922-83.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 38.14% | 1025.40%-987.3pp | 773.79%-735.7pp | 561.29%-523.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,268 | $4,643+56.5% | $4,319+68.3% | $6,688+8.7% |
| Admin fee / account holder | $12,402 | $8,415+47.4% | $7,386+67.9% | $13,397-7.4% |