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 | $112,009 | $169,032-33.7% | $129,207-13.3% | $145,922-23.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.88% | 14330.11%-14311.2pp | 9417.33%-9398.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,374 | $4,987+67.9% | $4,168+100.9% | $6,688+25.2% |
| Admin fee / account holder | $106,902 | $9,954+973.9% | $7,715+1285.7% | $13,397+698.0% |