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 | $71,958 | $88,751-18.9% | $81,812-12.0% | $145,922-50.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 21.27% | 1025.40%-1004.1pp | 773.79%-752.5pp | 561.29%-540.0pp |
| Employer contribution / active EE | $409 | $3,083-86.7% | $2,912-85.9% | $4,660-91.2% |
| Participant deferral / active EE | $2,504 | $4,643-46.1% | $4,319-42.0% | $6,688-62.6% |
| Admin fee / account holder | $829 | $8,415-90.1% | $7,386-88.8% | $13,397-93.8% |