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 | $55,302 | $101,317-45.4% | $146,958-62.4% | $74,495-25.8% |
| Participation rate | 73.8% | 75.5%-1.7pp | 82.2%-8.3pp | 67.2%+6.6pp |
| Annual return | 20.98% | 8730.91%-8709.9pp | 418.34%-397.4pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $4,809 | $3,810+26.2% | $4,933-2.5% | $2,623+83.3% |
| Participant deferral / active EE | $11,276 | $7,303+54.4% | $8,070+39.7% | $4,346+159.5% |
| Admin fee / account holder | $10,056 | $1,739+478.3% | $12,998-22.6% | $1,942+417.9% |