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 | $52,326 | $99,877-47.6% | $84,966-38.4% | $145,922-64.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 83.76%-73.2pp | 66.38%-55.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,343 | $3,231+3.4% | $2,727+22.6% | $4,660-28.3% |
| Participant deferral / active EE | $8,409 | $5,291+58.9% | $4,519+86.1% | $6,688+25.7% |
| Admin fee / account holder | $85,143 | $7,248+1074.7% | $6,149+1284.7% | $13,397+535.5% |