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 | $76,914 | $96,305-20.1% | $80,569-4.5% | $139,434-44.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.90% | 1350.08%-1334.2pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,556 | $3,262-21.6% | $2,723-6.2% | $4,751-46.2% |
| Participant deferral / active EE | $5,440 | $5,232+4.0% | $4,447+22.3% | $6,710-18.9% |
| Admin fee / account holder | $844 | $6,599-87.2% | $5,377-84.3% | $11,403-92.6% |