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 | $44,263 | $88,751-50.1% | $81,812-45.9% | $145,922-69.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.43% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,043 | $3,083+63.6% | $2,912+73.2% | $4,660+8.2% |
| Participant deferral / active EE | $7,388 | $4,643+59.1% | $4,319+71.1% | $6,688+10.5% |
| Admin fee / account holder | $2,640 | $8,415-68.6% | $7,386-64.3% | $13,397-80.3% |