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 | $71,813 | $73,515-2.3% | $62,995+14.0% | $147,584-51.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 27.15% | 175.43%-148.3pp | 87.57%-60.4pp | 578.55%-551.4pp |
| Employer contribution / active EE | $7,762 | $3,320+133.8% | $2,759+181.4% | $4,876+59.2% |
| Participant deferral / active EE | $10,820 | $4,185+158.5% | $3,329+225.0% | $5,439+98.9% |
| Admin fee / account holder | $3,790 | $5,953-36.3% | $3,600+5.3% | $10,885-65.2% |