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 7-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 | $80,168 | $88,751-9.7% | $81,812-2.0% | $145,922-45.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.04% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,137 | $3,083+1.8% | $2,912+7.7% | $4,660-32.7% |
| Participant deferral / active EE | $9,978 | $4,643+114.9% | $4,319+131.1% | $6,688+49.2% |
| Admin fee / account holder | $851 | $8,415-89.9% | $7,386-88.5% | $13,397-93.7% |