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 7-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 | $82,274 | $138,044-40.4% | $125,339-34.4% | $134,475-38.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 51.89% | 750.33%-698.4pp | 572.05%-520.2pp | 417.96%-366.1pp |
| Employer contribution / active EE | $19,194 | $5,243+266.1% | $4,814+298.8% | $4,740+305.0% |
| Participant deferral / active EE | $10,964 | $7,799+40.6% | $7,446+47.2% | $6,400+71.3% |
| Admin fee / account holder | $2,323 | $11,571-79.9% | $10,010-76.8% | $11,426-79.7% |