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 | $90,078 | $176,662-49.0% | $130,648-31.1% | $152,861-41.1% |
| Participation rate | 73.9% | 79.0%-5.0pp | 71.7%+2.2pp | 82.4%-8.5pp |
| Annual return | 20.76% | 2692.24%-2671.5pp | 1708.96%-1688.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,277 | $5,742-42.9% | $4,092-19.9% | $4,762-31.2% |
| Participant deferral / active EE | $6,152 | $4,361+41.1% | $3,603+70.8% | $5,850+5.2% |
| Admin fee / account holder | $15,160 | $7,133+112.5% | $5,464+177.4% | $11,596+30.7% |