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 | $108,189 | $76,738+41.0% | $56,411+91.8% | $145,922-25.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 2994.23%-2980.8pp | 1701.33%-1687.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,644 | $1,380+91.6% | $1,039+154.5% | $4,660-43.3% |
| Participant deferral / active EE | $9,817 | $2,623+274.3% | $1,952+403.0% | $6,688+46.8% |
| Admin fee / account holder | $617 | $3,334-81.5% | $2,829-78.2% | $13,397-95.4% |