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 | $105,368 | $150,440-30.0% | $136,294-22.7% | $147,584-28.6% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 17.52% | 1049.08%-1031.6pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,449 | $6,630+57.6% | $6,247+67.3% | $5,439+92.1% |
| Admin fee / account holder | $1,225 | $10,905-88.8% | $9,243-86.7% | $10,885-88.7% |