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 | $80,126 | $102,604-21.9% | $86,188-7.0% | $139,434-42.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.01% | 1922.51%-1908.5pp | 1168.45%-1154.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,504 | $3,032-17.4% | $2,380+5.2% | $4,751-47.3% |
| Participant deferral / active EE | $8,596 | $4,676+83.8% | $3,985+115.7% | $6,710+28.1% |
| Admin fee / account holder | $6,560 | $8,657-24.2% | $6,852-4.3% | $11,403-42.5% |