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 | $52,902 | $102,604-48.4% | $86,188-38.6% | $139,434-62.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.90% | 1922.51%-1902.6pp | 1168.45%-1148.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,038 | $3,032-32.8% | $2,380-14.4% | $4,751-57.1% |
| Participant deferral / active EE | $2,148 | $4,676-54.1% | $3,985-46.1% | $6,710-68.0% |
| Admin fee / account holder | $4,555 | $8,657-47.4% | $6,852-33.5% | $11,403-60.1% |