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 | $76,170 | $88,751-14.2% | $81,812-6.9% | $145,922-47.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.42% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,918 | $3,083+59.5% | $2,912+68.9% | $4,660+5.5% |
| Participant deferral / active EE | $5,217 | $4,643+12.4% | $4,319+20.8% | $6,688-22.0% |
| Admin fee / account holder | $487 | $8,415-94.2% | $7,386-93.4% | $13,397-96.4% |