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 | $66,409 | $126,574-47.5% | $106,213-37.5% | $145,922-54.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.04% | 224.79%-213.7pp | 116.14%-105.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,302 | $3,730+42.1% | $3,171+67.2% | $4,660+13.8% |
| Participant deferral / active EE | $13,392 | $5,724+134.0% | $5,016+167.0% | $6,688+100.3% |
| Admin fee / account holder | $241,140 | $17,304+1293.6% | $11,033+2085.6% | $13,397+1700.0% |