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 | $72,157 | $88,751-18.7% | $81,812-11.8% | $145,922-50.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.49% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,006 | $3,083+94.8% | $2,912+106.2% | $4,660+28.9% |
| Participant deferral / active EE | $6,904 | $4,643+48.7% | $4,319+59.9% | $6,688+3.2% |
| Admin fee / account holder | $2,987 | $8,415-64.5% | $7,386-59.6% | $13,397-77.7% |