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 | $69,412 | $70,756-1.9% | $65,493+6.0% | $142,382-51.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.65% | 1754.89%-1736.2pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $7,352 | $2,881+155.2% | $2,574+185.6% | $4,299+71.0% |
| Participant deferral / active EE | $7,699 | $4,637+66.0% | $3,961+94.4% | $6,507+18.3% |
| Admin fee / account holder | $11,313 | $6,559+72.5% | $5,028+125.0% | $12,624-10.4% |