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 | $63,951 | $123,909-48.4% | $69,647-8.2% | $145,922-56.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 9.34% | 190.55%-181.2pp | 100.48%-91.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,202 | $2,682-17.9% | $1,712+28.6% | $4,660-52.7% |
| Participant deferral / active EE | $3,007 | $4,236-29.0% | $2,886+4.2% | $6,688-55.0% |
| Admin fee / account holder | $1,315 | $7,863-83.3% | $4,713-72.1% | $13,397-90.2% |