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 | $90,007 | $88,751+1.4% | $81,812+10.0% | $145,922-38.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 14.28% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,098 | $3,083+0.5% | $2,912+6.4% | $4,660-33.5% |
| Participant deferral / active EE | $4,076 | $4,643-12.2% | $4,319-5.6% | $6,688-39.1% |
| Admin fee / account holder | $27,729 | $8,415+229.5% | $7,386+275.4% | $13,397+107.0% |