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 | $87,241 | $81,625+6.9% | $58,482+49.2% | $139,434-37.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.89% | 7404.20%-7390.3pp | 4239.32%-4225.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $6,294 | $1,398+350.1% | $1,053+497.6% | $4,751+32.5% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,199 | $3,265-2.0% | $2,516+27.1% | $11,403-71.9% |