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 | $30,748 | $88,751-65.4% | $81,812-62.4% | $145,922-78.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.52% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $6,852 | $3,083+122.2% | $2,912+135.3% | $4,660+47.0% |
| Participant deferral / active EE | $15,499 | $4,643+233.8% | $4,319+258.9% | $6,688+131.8% |
| Admin fee / account holder | $1,891 | $8,415-77.5% | $7,386-74.4% | $13,397-85.9% |