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 7-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 | $90,376 | $102,604-11.9% | $86,188+4.9% | $139,434-35.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.35% | 1922.51%-1906.2pp | 1168.45%-1152.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $9,145 | $3,032+201.6% | $2,380+284.2% | $4,751+92.5% |
| Participant deferral / active EE | $7,734 | $4,676+65.4% | $3,985+94.1% | $6,710+15.3% |
| Admin fee / account holder | $10,184 | $8,657+17.6% | $6,852+48.6% | $11,403-10.7% |