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 | $74,682 | $167,307-55.4% | $143,757-48.1% | $134,475-44.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 291.14% | 0.46%+290.7pp | -0.04%+291.2pp | 417.96%-126.8pp |
| Employer contribution / active EE | $2,679 | $5,619-52.3% | $4,951-45.9% | $4,740-43.5% |
| Participant deferral / active EE | $14,140 | $6,446+119.4% | $5,637+150.8% | $6,400+120.9% |
| Admin fee / account holder | $663 | $18,088-96.3% | $14,673-95.5% | $11,426-94.2% |