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 | $59,038 | $104,486-43.5% | $76,817-23.1% | $152,861-61.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 16.95% | 1013.37%-996.4pp | 1166.11%-1149.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $10,774 | $3,116+245.8% | $2,302+368.0% | $4,762+126.2% |
| Participant deferral / active EE | $5,454 | $4,236+28.8% | $3,336+63.5% | $5,850-6.8% |
| Admin fee / account holder | $26,441 | $12,275+115.4% | $6,420+311.9% | $11,596+128.0% |