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 | $79,145 | $88,751-10.8% | $81,812-3.3% | $145,922-45.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.48% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $7,962 | $3,083+158.2% | $2,912+173.4% | $4,660+70.9% |
| Participant deferral / active EE | $7,224 | $4,643+55.6% | $4,319+67.3% | $6,688+8.0% |
| Admin fee / account holder | $65,762 | $8,415+681.4% | $7,386+790.4% | $13,397+390.9% |