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 7-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 | $100,551 | $101,317-0.8% | $146,958-31.6% | $74,495+35.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.22% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $7,007 | $3,810+83.9% | $4,933+42.0% | $2,623+167.1% |
| Participant deferral / active EE | $9,311 | $7,303+27.5% | $8,070+15.4% | $4,346+114.2% |
| Admin fee / account holder | $5,799 | $1,739+233.5% | $12,998-55.4% | $1,942+198.7% |