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 | $120,533 | $176,662-31.8% | $130,648-7.7% | $152,861-21.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.86% | 2692.24%-2672.4pp | 1708.96%-1689.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $5,413 | $5,742-5.7% | $4,092+32.3% | $4,762+13.7% |
| Participant deferral / active EE | $9,070 | $4,361+108.0% | $3,603+151.7% | $5,850+55.0% |
| Admin fee / account holder | $623 | $7,133-91.3% | $5,464-88.6% | $11,596-94.6% |