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 | $49,041 | $176,662-72.2% | $130,648-62.5% | $152,861-67.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.32% | 2692.24%-2669.9pp | 1708.96%-1686.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,820 | $5,742-50.9% | $4,092-31.1% | $4,762-40.8% |
| Participant deferral / active EE | $2,820 | $4,361-35.4% | $3,603-21.7% | $5,850-51.8% |
| Admin fee / account holder | $8,960 | $7,133+25.6% | $5,464+64.0% | $11,596-22.7% |