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 8-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 | $57,259 | $72,400-20.9% | $67,502-15.2% | $145,922-60.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.43% | 7182.46%-7170.0pp | 3512.12%-3499.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,754 | $3,069+87.5% | $2,731+110.7% | $4,660+23.5% |
| Participant deferral / active EE | $10,896 | $4,783+127.8% | $4,000+172.4% | $6,688+62.9% |
| Admin fee / account holder | $1,000 | $5,539-82.0% | $3,998-75.0% | $13,397-92.5% |