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 | $79,978 | $88,751-9.9% | $81,812-2.2% | $145,922-45.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.39% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,373 | $3,083-23.0% | $2,912-18.5% | $4,660-49.1% |
| Participant deferral / active EE | $7,381 | $4,643+59.0% | $4,319+70.9% | $6,688+10.4% |
| Admin fee / account holder | $8,737 | $8,415+3.8% | $7,386+18.3% | $13,397-34.8% |