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 | $50,998 | $65,561-22.2% | $86,188-40.8% | $75,163-32.2% |
| Participation rate | 86.5% | 60.5%+26.0pp | 69.0%+17.5pp | 67.2%+19.3pp |
| Annual return | 18.83% | 46.05%-27.2pp | 1168.45%-1149.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,254 | $1,553+45.2% | $2,380-5.3% | $2,670-15.6% |
| Participant deferral / active EE | $6,517 | $3,024+115.5% | $3,985+63.5% | $4,125+58.0% |
| Admin fee / account holder | $989 | $5,474-81.9% | $6,852-85.6% | $5,651-82.5% |