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 | $64,500 | $70,756-8.8% | $65,493-1.5% | $142,382-54.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.97% | 1754.89%-1741.9pp | 982.45%-969.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,092 | $2,881-62.1% | $2,574-57.6% | $4,299-74.6% |
| Participant deferral / active EE | $6,920 | $4,637+49.2% | $3,961+74.7% | $6,507+6.3% |
| Admin fee / account holder | $792 | $6,559-87.9% | $5,028-84.3% | $12,624-93.7% |