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 | $64,774 | $176,662-63.3% | $130,648-50.4% | $152,861-57.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 9.21% | 2692.24%-2683.0pp | 1708.96%-1699.7pp | 345.32%-336.1pp |
| Employer contribution / active EE | $6,068 | $5,742+5.7% | $4,092+48.3% | $4,762+27.4% |
| Participant deferral / active EE | $7,885 | $4,361+80.8% | $3,603+118.9% | $5,850+34.8% |
| Admin fee / account holder | $610 | $7,133-91.5% | $5,464-88.8% | $11,596-94.7% |