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 | $91,885 | $88,751+3.5% | $81,812+12.3% | $145,922-37.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.97% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $6,806 | $3,083+120.7% | $2,912+133.7% | $4,660+46.1% |
| Participant deferral / active EE | $5,211 | $4,643+12.2% | $4,319+20.7% | $6,688-22.1% |
| Admin fee / account holder | $925 | $8,415-89.0% | $7,386-87.5% | $13,397-93.1% |