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 6-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 | $65,856 | $102,604-35.8% | $86,188-23.6% | $139,434-52.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.41% | 1922.51%-1907.1pp | 1168.45%-1153.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $11,559 | $3,032+281.2% | $2,380+385.6% | $4,751+143.3% |
| Participant deferral / active EE | $5,488 | $4,676+17.4% | $3,985+37.7% | $6,710-18.2% |
| Admin fee / account holder | $480 | $8,657-94.5% | $6,852-93.0% | $11,403-95.8% |