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 | $86,520 | $76,738+12.7% | $56,411+53.4% | $145,922-40.7% |
| Participation rate | 76.5% | 63.2%+13.3pp | 52.5%+24.0pp | 80.3%-3.8pp |
| Annual return | 31.83% | 2994.23%-2962.4pp | 1701.33%-1669.5pp | 561.29%-529.5pp |
| Employer contribution / active EE | $5,949 | $1,380+331.1% | $1,039+472.8% | $4,660+27.7% |
| Participant deferral / active EE | $3,706 | $2,623+41.3% | $1,952+89.9% | $6,688-44.6% |
| Admin fee / account holder | $317 | $3,334-90.5% | $2,829-88.8% | $13,397-97.6% |