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 | $86,737 | $88,751-2.3% | $81,812+6.0% | $145,922-40.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.28% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,469 | $3,083-19.9% | $2,912-15.2% | $4,660-47.0% |
| Participant deferral / active EE | $7,970 | $4,643+71.7% | $4,319+84.6% | $6,688+19.2% |
| Admin fee / account holder | $4,975 | $8,415-40.9% | $7,386-32.6% | $13,397-62.9% |