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 5-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 | $62,108 | $70,756-12.2% | $65,493-5.2% | $142,382-56.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.78% | 1754.89%-1733.1pp | 982.45%-960.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $6,373 | $2,881+121.2% | $2,574+147.6% | $4,299+48.2% |
| Participant deferral / active EE | $14,946 | $4,637+222.3% | $3,961+277.3% | $6,507+129.7% |
| Admin fee / account holder | $13,018 | $6,559+98.5% | $5,028+158.9% | $12,624+3.1% |