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 9-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 | $59,512 | $70,756-15.9% | $65,493-9.1% | $142,382-58.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.28% | 1754.89%-1743.6pp | 982.45%-971.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,402 | $2,881+18.1% | $2,574+32.2% | $4,299-20.9% |
| Participant deferral / active EE | $3,514 | $4,637-24.2% | $3,961-11.3% | $6,507-46.0% |
| Admin fee / account holder | $2,733 | $6,559-58.3% | $5,028-45.6% | $12,624-78.3% |