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 | $55,499 | $114,047-51.3% | $96,139-42.3% | $167,490-66.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.22% | 189.88%-177.7pp | 191.94%-179.7pp | 478.56%-466.3pp |
| Employer contribution / active EE | $10,515 | $3,427+206.8% | $2,797+276.0% | $4,837+117.4% |
| Participant deferral / active EE | $4,645 | $5,194-10.6% | $4,349+6.8% | $6,341-26.7% |
| Admin fee / account holder | $2,778 | $6,897-59.7% | $5,537-49.8% | $12,309-77.4% |