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 | $82,477 | $176,662-53.3% | $130,648-36.9% | $152,861-46.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.71% | 2692.24%-2670.5pp | 1708.96%-1687.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,444 | $5,742-40.0% | $4,092-15.8% | $4,762-27.7% |
| Participant deferral / active EE | $6,301 | $4,361+44.5% | $3,603+74.9% | $5,850+7.7% |
| Admin fee / account holder | $3,625 | $7,133-49.2% | $5,464-33.7% | $11,596-68.7% |