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 | $28,862 | $88,751-67.5% | $81,812-64.7% | $145,922-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.64% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,650 | $3,083+50.8% | $2,912+59.7% | $4,660-0.2% |
| Participant deferral / active EE | $4,800 | $4,643+3.4% | $4,319+11.1% | $6,688-28.2% |
| Admin fee / account holder | $895 | $8,415-89.4% | $7,386-87.9% | $13,397-93.3% |