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 | $54,371 | $88,751-38.7% | $81,812-33.5% | $145,922-62.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.10% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,328 | $3,083+7.9% | $2,912+14.3% | $4,660-28.6% |
| Participant deferral / active EE | $3,657 | $4,643-21.2% | $4,319-15.3% | $6,688-45.3% |
| Admin fee / account holder | $7,737 | $8,415-8.1% | $7,386+4.8% | $13,397-42.2% |