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 | $53,888 | $83,902-35.8% | $167,512-67.8% | $84,808-36.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.69% | 91.55%-74.9pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,732 | $2,264-23.5% | $3,882-55.4% | $2,631-34.2% |
| Participant deferral / active EE | $4,069 | $4,442-8.4% | $6,405-36.5% | $4,212-3.4% |
| Admin fee / account holder | $1,069 | $7,915-86.5% | $9,769-89.1% | $7,344-85.4% |