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 10-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 | $88,956 | $176,662-49.6% | $130,648-31.9% | $152,861-41.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.23% | 2692.24%-2673.0pp | 1708.96%-1689.7pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,384 | $5,742-41.1% | $4,092-17.3% | $4,762-28.9% |
| Participant deferral / active EE | $7,097 | $4,361+62.7% | $3,603+97.0% | $5,850+21.3% |
| Admin fee / account holder | $848 | $7,133-88.1% | $5,464-84.5% | $11,596-92.7% |