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 9-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 | $94,204 | $96,305-2.2% | $80,569+16.9% | $139,434-32.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.53% | 1350.08%-1336.6pp | 935.43%-921.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $868 | $3,262-73.4% | $2,723-68.1% | $4,751-81.7% |
| Participant deferral / active EE | $7,328 | $5,232+40.1% | $4,447+64.8% | $6,710+9.2% |
| Admin fee / account holder | $400 | $6,599-93.9% | $5,377-92.6% | $11,403-96.5% |