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 | $67,077 | $110,502-39.3% | $80,716-16.9% | $167,490-60.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 9.94% | 120.54%-110.6pp | 87.28%-77.3pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,557 | $1,543+65.8% | $1,160+120.4% | $4,837-47.1% |
| Participant deferral / active EE | $3,991 | $2,871+39.0% | $2,146+86.0% | $6,341-37.1% |
| Admin fee / account holder | $13,617 | $4,545+199.6% | $3,380+302.9% | $12,309+10.6% |