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 | $66,334 | $70,756-6.2% | $65,493+1.3% | $142,382-53.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.10% | 1754.89%-1737.8pp | 982.45%-965.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,386 | $2,881+52.3% | $2,574+70.4% | $4,299+2.0% |
| Participant deferral / active EE | $8,919 | $4,637+92.3% | $3,961+125.2% | $6,507+37.1% |
| Admin fee / account holder | $9,630 | $6,559+46.8% | $5,028+91.5% | $12,624-23.7% |