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 | $81,334 | $100,852-19.4% | $90,404-10.0% | $158,922-48.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.26% | 1724.20%-1708.9pp | 1293.02%-1277.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,984 | $3,689-19.1% | $3,262-8.5% | $4,761-37.3% |
| Participant deferral / active EE | $8,562 | $4,348+96.9% | $3,963+116.0% | $5,982+43.1% |
| Admin fee / account holder | $3,661 | $6,501-43.7% | $5,611-34.7% | $11,246-67.4% |