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 | $50,575 | $73,515-31.2% | $62,995-19.7% | $147,584-65.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.41% | 175.43%-166.0pp | 87.57%-78.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,292 | $3,320-61.1% | $2,759-53.2% | $4,876-73.5% |
| Participant deferral / active EE | $1,292 | $4,185-69.1% | $3,329-61.2% | $5,439-76.2% |
| Admin fee / account holder | $4,295 | $5,953-27.9% | $3,600+19.3% | $10,885-60.5% |