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 | $57,750 | $155,788-62.9% | $124,672-53.7% | $167,490-65.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.42% | 17.97%+0.5pp | 5142.93%-5124.5pp | 478.56%-460.1pp |
| Employer contribution / active EE | $4,421 | $4,163+6.2% | $3,324+33.0% | $4,837-8.6% |
| Participant deferral / active EE | $10,385 | $5,673+83.0% | $4,614+125.1% | $6,341+63.8% |
| Admin fee / account holder | $604 | $9,531-93.7% | $7,493-91.9% | $12,309-95.1% |