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 | $64,419 | $90,600-28.9% | $79,464-18.9% | $135,375-52.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.20% | 977.43%-969.2pp | 718.14%-709.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $7,561 | $3,068+146.5% | $2,800+170.0% | $4,779+58.2% |
| Participant deferral / active EE | $7,361 | $4,050+81.7% | $3,704+98.7% | $5,609+31.2% |
| Admin fee / account holder | $192,498 | $5,907+3158.9% | $5,113+3664.9% | $10,827+1677.9% |