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 | $83,426 | $88,751-6.0% | $81,812+2.0% | $145,922-42.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.97% | 1025.40%-1002.4pp | 773.79%-750.8pp | 561.29%-538.3pp |
| Employer contribution / active EE | $4,945 | $3,083+60.4% | $2,912+69.8% | $4,660+6.1% |
| Participant deferral / active EE | $4,352 | $4,643-6.3% | $4,319+0.8% | $6,688-34.9% |
| Admin fee / account holder | $4,784 | $8,415-43.2% | $7,386-35.2% | $13,397-64.3% |