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 | $51,343 | $96,635-46.9% | $86,612-40.7% | $139,434-63.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.55% | 106.41%-93.9pp | 591.07%-578.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $22,015 | $3,263+574.7% | $3,022+628.4% | $4,751+363.4% |
| Participant deferral / active EE | $31,919 | $4,836+560.0% | $4,438+619.3% | $6,710+375.7% |
| Admin fee / account holder | $224,548 | $6,408+3404.3% | $5,614+3899.6% | $11,403+1869.3% |