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 | $48,693 | $88,751-45.1% | $81,812-40.5% | $145,922-66.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.53% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $6,343 | $3,083+105.7% | $2,912+117.8% | $4,660+36.1% |
| Participant deferral / active EE | $2,560 | $4,643-44.9% | $4,319-40.7% | $6,688-61.7% |
| Admin fee / account holder | $1,866 | $8,415-77.8% | $7,386-74.7% | $13,397-86.1% |