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 | $69,174 | $99,020-30.1% | $86,590-20.1% | $147,584-53.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.49% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.1pp |
| Employer contribution / active EE | $5,381 | $3,132+71.8% | $2,839+89.5% | $4,876+10.3% |
| Participant deferral / active EE | $3,708 | $3,972-6.7% | $3,609+2.7% | $5,439-31.8% |
| Admin fee / account holder | $2,243 | $5,710-60.7% | $4,906-54.3% | $10,885-79.4% |