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 | $82,940 | $100,852-17.8% | $90,404-8.3% | $158,922-47.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.30% | 1724.20%-1703.9pp | 1293.02%-1272.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,414 | $3,689-7.4% | $3,262+4.7% | $4,761-28.3% |
| Participant deferral / active EE | $11,877 | $4,348+173.2% | $3,963+199.7% | $5,982+98.5% |
| Admin fee / account holder | $2,022 | $6,501-68.9% | $5,611-64.0% | $11,246-82.0% |