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 | $67,024 | $70,756-5.3% | $65,493+2.3% | $142,382-52.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.92% | 1754.89%-1736.0pp | 982.45%-963.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,925 | $2,881+105.7% | $2,574+130.2% | $4,299+37.8% |
| Participant deferral / active EE | $7,682 | $4,637+65.6% | $3,961+93.9% | $6,507+18.0% |
| Admin fee / account holder | $373 | $6,559-94.3% | $5,028-92.6% | $12,624-97.0% |