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 | $83,084 | $65,561+26.7% | $86,188-3.6% | $75,163+10.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.84% | 46.05%-33.2pp | 1168.45%-1155.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,481 | $3,024+81.3% | $3,985+37.5% | $4,125+32.9% |
| Admin fee / account holder | $3,312 | $5,474-39.5% | $6,852-51.7% | $5,651-41.4% |