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 | $50,248 | $102,604-51.0% | $86,188-41.7% | $139,434-64.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.71% | 1922.51%-1910.8pp | 1168.45%-1156.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $4,203 | $3,032+38.6% | $2,380+76.6% | $4,751-11.5% |
| Participant deferral / active EE | $15,271 | $4,676+226.6% | $3,985+283.2% | $6,710+127.6% |
| Admin fee / account holder | $16,854 | $8,657+94.7% | $6,852+146.0% | $11,403+47.8% |