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 | $71,194 | $90,600-21.4% | $79,464-10.4% | $135,375-47.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.87% | 977.43%-966.6pp | 718.14%-707.3pp | 519.73%-508.9pp |
| Employer contribution / active EE | $6,840 | $3,068+123.0% | $2,800+144.2% | $4,779+43.1% |
| Participant deferral / active EE | $7,400 | $4,050+82.7% | $3,704+99.8% | $5,609+31.9% |
| Admin fee / account holder | $4,000 | $5,907-32.3% | $5,113-21.8% | $10,827-63.1% |