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 | $52,136 | $76,738-32.1% | $56,411-7.6% | $145,922-64.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,757 | $1,380+27.3% | $1,039+69.1% | $4,660-62.3% |
| Participant deferral / active EE | $5,362 | $2,623+104.5% | $1,952+174.7% | $6,688-19.8% |
| Admin fee / account holder | $1,908 | $3,334-42.8% | $2,829-32.6% | $13,397-85.8% |