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 | $94,494 | $100,852-6.3% | $90,404+4.5% | $158,922-40.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.61% | 1724.20%-1702.6pp | 1293.02%-1271.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,754 | $3,689-25.3% | $3,262-15.6% | $4,761-42.2% |
| Participant deferral / active EE | $7,861 | $4,348+80.8% | $3,963+98.4% | $5,982+31.4% |
| Admin fee / account holder | $3,064 | $6,501-52.9% | $5,611-45.4% | $11,246-72.8% |