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 | $80,681 | $73,515+9.7% | $62,995+28.1% | $147,584-45.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.56% | 175.43%-164.9pp | 87.57%-77.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,163 | $3,320-65.0% | $2,759-57.9% | $4,876-76.2% |
| Participant deferral / active EE | $1,321 | $4,185-68.4% | $3,329-60.3% | $5,439-75.7% |
| Admin fee / account holder | $23,115 | $5,953+288.3% | $3,600+542.1% | $10,885+112.4% |