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 10-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 | $78,935 | $88,751-11.1% | $81,812-3.5% | $145,922-45.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 15.32% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,857 | $3,083-7.4% | $2,912-1.9% | $4,660-38.7% |
| Participant deferral / active EE | $7,547 | $4,643+62.5% | $4,319+74.8% | $6,688+12.9% |
| Admin fee / account holder | $76,001 | $8,415+803.1% | $7,386+929.0% | $13,397+467.3% |