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 5-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 | $89,628 | $76,738+16.8% | $56,411+58.9% | $145,922-38.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.87% | 2994.23%-2977.4pp | 1701.33%-1684.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $22,825 | $1,380+1554.1% | $1,039+2097.6% | $4,660+389.9% |
| Participant deferral / active EE | $13,246 | $2,623+405.1% | $1,952+578.7% | $6,688+98.1% |
| Admin fee / account holder | $2,233 | $3,334-33.0% | $2,829-21.1% | $13,397-83.3% |