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 10-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 | $63,820 | $76,738-16.8% | $56,411+13.1% | $145,922-56.3% |
| Participation rate | 95.7% | 63.2%+32.4pp | 52.5%+43.2pp | 80.3%+15.4pp |
| Annual return | 21.93% | 2994.23%-2972.3pp | 1701.33%-1679.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $7,742 | $1,380+461.0% | $1,039+645.4% | $4,660+66.1% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,181 | $3,334-64.6% | $2,829-58.3% | $13,397-91.2% |