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 | $45,655 | $99,020-53.9% | $86,590-47.3% | $147,584-69.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.58% | 1312.34%-1300.8pp | 964.84%-953.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,994 | $3,132-4.4% | $2,839+5.4% | $4,876-38.6% |
| Participant deferral / active EE | $6,099 | $3,972+53.5% | $3,609+69.0% | $5,439+12.1% |
| Admin fee / account holder | $10,690 | $5,710+87.2% | $4,906+117.9% | $10,885-1.8% |