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 | $52,555 | $88,751-40.8% | $81,812-35.8% | $145,922-64.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.89% | 1025.40%-1010.5pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $6,675 | $3,083+116.5% | $2,912+129.2% | $4,660+43.2% |
| Participant deferral / active EE | $1,566 | $4,643-66.3% | $4,319-63.7% | $6,688-76.6% |
| Admin fee / account holder | $3,873 | $8,415-54.0% | $7,386-47.6% | $13,397-71.1% |