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 7-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 | $79,610 | $185,200-57.0% | $142,863-44.3% | $167,490-52.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.02% | 8555.70%-8545.7pp | 5637.54%-5627.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $9,289 | $5,604+65.7% | $4,144+124.2% | $4,837+92.0% |
| Participant deferral / active EE | $14,350 | $4,494+219.3% | $3,837+274.0% | $6,341+126.3% |
| Admin fee / account holder | $4,300 | $8,031-46.5% | $6,560-34.5% | $12,309-65.1% |