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 8-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 | $94,909 | $100,852-5.9% | $90,404+5.0% | $158,922-40.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.47% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,697 | $3,689-26.9% | $3,262-17.3% | $4,761-43.3% |
| Participant deferral / active EE | $9,735 | $4,348+123.9% | $3,963+145.6% | $5,982+62.7% |
| Admin fee / account holder | $2,941 | $6,501-54.8% | $5,611-47.6% | $11,246-73.9% |