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 6-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 | $67,431 | $88,751-24.0% | $81,812-17.6% | $145,922-53.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.32% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $6,533 | $3,083+111.9% | $2,912+124.3% | $4,660+40.2% |
| Participant deferral / active EE | $14,390 | $4,643+209.9% | $4,319+233.2% | $6,688+115.2% |
| Admin fee / account holder | $46,277 | $8,415+449.9% | $7,386+526.5% | $13,397+245.4% |