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 | $74,584 | $88,751-16.0% | $81,812-8.8% | $145,922-48.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 16.55% | 1025.40%-1008.8pp | 773.79%-757.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,030 | $3,083+30.7% | $2,912+38.4% | $4,660-13.5% |
| Participant deferral / active EE | $3,897 | $4,643-16.1% | $4,319-9.8% | $6,688-41.7% |
| Admin fee / account holder | $1,214 | $8,415-85.6% | $7,386-83.6% | $13,397-90.9% |