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 | $90,792 | $176,056-48.4% | $159,436-43.1% | $167,490-45.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1678.16% | 331.75%+1346.4pp | 263.57%+1414.6pp | 478.56%+1199.6pp |
| Employer contribution / active EE | $2,219 | $5,297-58.1% | $4,829-54.0% | $4,837-54.1% |
| Participant deferral / active EE | $13,119 | $7,750+69.3% | $7,352+78.4% | $6,341+106.9% |
| Admin fee / account holder | $829 | $12,554-93.4% | $10,799-92.3% | $12,309-93.3% |