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 | $50,537 | $57,281-11.8% | $86,612-41.7% | $75,163-32.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.03% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.6pp |
| Employer contribution / active EE | $6,076 | $2,314+162.5% | $3,022+101.0% | $2,670+127.6% |
| Participant deferral / active EE | $2,127 | $3,318-35.9% | $4,438-52.1% | $4,125-48.4% |
| Admin fee / account holder | $3,786 | $4,112-7.9% | $5,614-32.6% | $5,651-33.0% |