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 | $64,948 | $88,751-26.8% | $81,812-20.6% | $145,922-55.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.27% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,957 | $3,083-36.5% | $2,912-32.8% | $4,660-58.0% |
| Participant deferral / active EE | $3,104 | $4,643-33.1% | $4,319-28.1% | $6,688-53.6% |
| Admin fee / account holder | $58,749 | $8,415+598.1% | $7,386+695.4% | $13,397+338.5% |