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 9-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 | $61,371 | $109,817-44.1% | $98,442-37.7% | $167,490-63.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.55% | 1956.69%-1940.1pp | 1492.73%-1476.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,456 | $3,224-23.8% | $2,960-17.0% | $4,837-49.2% |
| Participant deferral / active EE | $5,929 | $4,673+26.9% | $4,276+38.6% | $6,341-6.5% |
| Admin fee / account holder | $765 | $6,753-88.7% | $5,949-87.1% | $12,309-93.8% |