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 | $72,236 | $101,283-28.7% | $75,826-4.7% | $135,375-46.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 1.67% | 3384.62%-3382.9pp | 1914.15%-1912.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $3,522 | $2,382+47.9% | $1,913+84.1% | $4,779-26.3% |
| Participant deferral / active EE | $4,345 | $3,469+25.3% | $2,862+51.8% | $5,609-22.5% |
| Admin fee / account holder | $384 | $6,539-94.1% | $4,726-91.9% | $10,827-96.5% |