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 | $49,960 | $96,305-48.1% | $80,569-38.0% | $139,434-64.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.95% | 1350.08%-1337.1pp | 935.43%-922.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,046 | $3,262-6.6% | $2,723+11.8% | $4,751-35.9% |
| Participant deferral / active EE | $4,123 | $5,232-21.2% | $4,447-7.3% | $6,710-38.6% |
| Admin fee / account holder | $31,528 | $6,599+377.8% | $5,377+486.3% | $11,403+176.5% |