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 | $85,823 | $106,890-19.7% | $84,015+2.2% | $152,861-43.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.01% | 104.99%-79.0pp | 71.31%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $10,352 | $2,734+278.6% | $1,983+421.9% | $4,762+117.4% |
| Participant deferral / active EE | $14,608 | $4,011+264.2% | $3,239+351.0% | $5,850+149.7% |
| Admin fee / account holder | $760 | $8,285-90.8% | $6,101-87.6% | $11,596-93.5% |