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 | $68,463 | $99,020-30.9% | $86,590-20.9% | $147,584-53.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.08% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $8,379 | $3,132+167.5% | $2,839+195.1% | $4,876+71.8% |
| Participant deferral / active EE | $8,644 | $3,972+117.6% | $3,609+139.5% | $5,439+58.9% |
| Admin fee / account holder | $368 | $5,710-93.6% | $4,906-92.5% | $10,885-96.6% |