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 | $80,259 | $99,020-18.9% | $86,590-7.3% | $147,584-45.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.39% | 1312.34%-1296.9pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,356 | $3,132+71.0% | $2,839+88.6% | $4,876+9.8% |
| Participant deferral / active EE | $9,899 | $3,972+149.2% | $3,609+174.3% | $5,439+82.0% |
| Admin fee / account holder | $14,499 | $5,710+153.9% | $4,906+195.6% | $10,885+33.2% |