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 8-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 | $51,608 | $99,020-47.9% | $86,590-40.4% | $147,584-65.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.53% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,293 | $3,132-58.7% | $2,839-54.5% | $4,876-73.5% |
| Participant deferral / active EE | $7,231 | $3,972+82.0% | $3,609+100.4% | $5,439+32.9% |
| Admin fee / account holder | $1,332 | $5,710-76.7% | $4,906-72.9% | $10,885-87.8% |