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 9-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 | $63,065 | $70,756-10.9% | $65,493-3.7% | $142,382-55.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.96% | 1754.89%-1742.9pp | 982.45%-970.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,831 | $2,881-1.7% | $2,574+10.0% | $4,299-34.2% |
| Participant deferral / active EE | $5,865 | $4,637+26.5% | $3,961+48.1% | $6,507-9.9% |
| Admin fee / account holder | $561 | $6,559-91.5% | $5,028-88.8% | $12,624-95.6% |