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 | $88,704 | $96,305-7.9% | $80,569+10.1% | $139,434-36.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.91% | 1350.08%-1336.2pp | 935.43%-921.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $14,814 | $3,262+354.1% | $2,723+443.9% | $4,751+211.8% |
| Participant deferral / active EE | $7,710 | $5,232+47.4% | $4,447+73.3% | $6,710+14.9% |
| Admin fee / account holder | $1,208 | $6,599-81.7% | $5,377-77.5% | $11,403-89.4% |