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 | $51,168 | $176,662-71.0% | $130,648-60.8% | $152,861-66.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.90% | 2692.24%-2671.3pp | 1708.96%-1688.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $11,748 | $5,742+104.6% | $4,092+187.1% | $4,762+146.7% |
| Participant deferral / active EE | $8,912 | $4,361+104.3% | $3,603+147.4% | $5,850+52.3% |
| Admin fee / account holder | $843 | $7,133-88.2% | $5,464-84.6% | $11,596-92.7% |