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 | $62,548 | $72,400-13.6% | $67,502-7.3% | $145,922-57.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 42.43% | 7182.46%-7140.0pp | 3512.12%-3469.7pp | 561.29%-518.9pp |
| Employer contribution / active EE | $10,638 | $3,069+246.6% | $2,731+289.5% | $4,660+128.3% |
| Participant deferral / active EE | $8,121 | $4,783+69.8% | $4,000+103.0% | $6,688+21.4% |
| Admin fee / account holder | $600 | $5,539-89.2% | $3,998-85.0% | $13,397-95.5% |