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 | $61,508 | $100,852-39.0% | $90,404-32.0% | $158,922-61.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.29% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,156 | $3,689-14.4% | $3,262-3.2% | $4,761-33.7% |
| Participant deferral / active EE | $5,729 | $4,348+31.8% | $3,963+44.5% | $5,982-4.2% |
| Admin fee / account holder | $2,712 | $6,501-58.3% | $5,611-51.7% | $11,246-75.9% |