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 | $63,864 | $101,317-37.0% | $146,958-56.5% | $74,495-14.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 18.05% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $3,947 | $3,810+3.6% | $4,933-20.0% | $2,623+50.5% |
| Participant deferral / active EE | $8,851 | $7,303+21.2% | $8,070+9.7% | $4,346+103.7% |
| Admin fee / account holder | $921 | $1,739-47.0% | $12,998-92.9% | $1,942-52.6% |