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 | $64,382 | $65,561-1.8% | $86,188-25.3% | $75,163-14.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.95% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $11,511 | $1,553+641.4% | $2,380+383.6% | $2,670+331.1% |
| Participant deferral / active EE | $4,542 | $3,024+50.2% | $3,985+14.0% | $4,125+10.1% |
| Admin fee / account holder | $7,420 | $5,474+35.6% | $6,852+8.3% | $5,651+31.3% |