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 5-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 | $71,650 | $88,751-19.3% | $81,812-12.4% | $145,922-50.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.20% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,230 | $3,083-60.1% | $2,912-57.8% | $4,660-73.6% |
| Participant deferral / active EE | $4,964 | $4,643+6.9% | $4,319+15.0% | $6,688-25.8% |
| Admin fee / account holder | $983 | $8,415-88.3% | $7,386-86.7% | $13,397-92.7% |