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 6-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 | $87,528 | $176,662-50.5% | $130,648-33.0% | $152,861-42.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 10.20% | 2692.24%-2682.0pp | 1708.96%-1698.8pp | 345.32%-335.1pp |
| Employer contribution / active EE | $975 | $5,742-83.0% | $4,092-76.2% | $4,762-79.5% |
| Participant deferral / active EE | $14,250 | $4,361+226.7% | $3,603+295.5% | $5,850+143.6% |
| Admin fee / account holder | $350 | $7,133-95.1% | $5,464-93.6% | $11,596-97.0% |