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 | $68,734 | $90,600-24.1% | $79,464-13.5% | $135,375-49.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.17% | 977.43%-968.3pp | 718.14%-709.0pp | 519.73%-510.6pp |
| Employer contribution / active EE | $3,110 | $3,068+1.4% | $2,800+11.0% | $4,779-34.9% |
| Participant deferral / active EE | $3,665 | $4,050-9.5% | $3,704-1.1% | $5,609-34.7% |
| Admin fee / account holder | $14,123 | $5,907+139.1% | $5,113+176.2% | $10,827+30.4% |