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 | $87,064 | $176,662-50.7% | $130,648-33.4% | $152,861-43.0% |
| Participation rate | 95.7% | 79.0%+16.7pp | 71.7%+23.9pp | 82.4%+13.2pp |
| Annual return | 22.62% | 2692.24%-2669.6pp | 1708.96%-1686.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $7,510 | $5,742+30.8% | $4,092+83.5% | $4,762+57.7% |
| Participant deferral / active EE | $7,901 | $4,361+81.2% | $3,603+119.3% | $5,850+35.1% |
| Admin fee / account holder | $2,438 | $7,133-65.8% | $5,464-55.4% | $11,596-79.0% |