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 | $69,241 | $100,852-31.3% | $90,404-23.4% | $158,922-56.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.68% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $6,339 | $3,689+71.9% | $3,262+94.3% | $4,761+33.1% |
| Participant deferral / active EE | $1,722 | $4,348-60.4% | $3,963-56.6% | $5,982-71.2% |
| Admin fee / account holder | $5,243 | $6,501-19.4% | $5,611-6.6% | $11,246-53.4% |