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 | $51,903 | $99,652-47.9% | $78,778-34.1% | $147,584-64.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.99% | 47.28%-35.3pp | 35.62%-23.6pp | 578.55%-566.6pp |
| Employer contribution / active EE | $6,819 | $2,796+143.9% | $1,986+243.4% | $4,876+39.8% |
| Participant deferral / active EE | $1,295 | $3,664-64.6% | $2,958-56.2% | $5,439-76.2% |
| Admin fee / account holder | $1,374 | $7,155-80.8% | $5,134-73.2% | $10,885-87.4% |