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 | $91,881 | $99,020-7.2% | $86,590+6.1% | $147,584-37.7% |
| Participation rate | 70.8% | 76.3%-5.5pp | 73.5%-2.7pp | 82.8%-12.0pp |
| Annual return | 22.31% | 1312.34%-1290.0pp | 964.84%-942.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,681 | $3,972-32.5% | $3,609-25.7% | $5,439-50.7% |
| Admin fee / account holder | $10,896 | $5,710+90.8% | $4,906+122.1% | $10,885+0.1% |