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 | $67,577 | $102,604-34.1% | $86,188-21.6% | $139,434-51.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.91% | 1922.51%-1904.6pp | 1168.45%-1150.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,415 | $3,032-20.4% | $2,380+1.5% | $4,751-49.2% |
| Participant deferral / active EE | $3,841 | $4,676-17.9% | $3,985-3.6% | $6,710-42.8% |
| Admin fee / account holder | $534 | $8,657-93.8% | $6,852-92.2% | $11,403-95.3% |