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 | $59,408 | $100,852-41.1% | $90,404-34.3% | $158,922-62.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.87% | 1724.20%-1715.3pp | 1293.02%-1284.1pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,875 | $3,689-49.2% | $3,262-42.5% | $4,761-60.6% |
| Participant deferral / active EE | $1,029 | $4,348-76.3% | $3,963-74.0% | $5,982-82.8% |
| Admin fee / account holder | $20,539 | $6,501+215.9% | $5,611+266.1% | $11,246+82.6% |