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 | $64,523 | $88,751-27.3% | $81,812-21.1% | $145,922-55.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.16% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,732 | $3,083-11.4% | $2,912-6.2% | $4,660-41.4% |
| Participant deferral / active EE | $6,840 | $4,643+47.3% | $4,319+58.4% | $6,688+2.3% |
| Admin fee / account holder | $650 | $8,415-92.3% | $7,386-91.2% | $13,397-95.1% |