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 6-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 | $65,709 | $76,738-14.4% | $56,411+16.5% | $145,922-55.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.18% | 2994.23%-2986.0pp | 1701.33%-1693.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,981 | $1,380+116.0% | $1,039+187.0% | $4,660-36.0% |
| Participant deferral / active EE | $13,556 | $2,623+416.9% | $1,952+594.5% | $6,688+102.7% |
| Admin fee / account holder | $571 | $3,334-82.9% | $2,829-79.8% | $13,397-95.7% |