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 | $59,377 | $90,348-34.3% | $75,972-21.8% | $145,922-59.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.23% | 620.88%-610.7pp | 359.55%-349.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,420 | $3,311+3.3% | $2,685+27.4% | $4,660-26.6% |
| Participant deferral / active EE | $6,748 | $5,162+30.7% | $4,255+58.6% | $6,688+0.9% |
| Admin fee / account holder | $68,053 | $8,467+703.8% | $6,467+952.4% | $13,397+408.0% |