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 | $59,038 | $102,966-42.7% | $90,281-34.6% | $152,861-61.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 72.55% | 95.16%-22.6pp | 78.10%-5.5pp | 345.32%-272.8pp |
| Employer contribution / active EE | $12,862 | $3,139+309.8% | $2,854+350.6% | $4,762+170.1% |
| Participant deferral / active EE | $11,815 | $4,281+175.9% | $3,885+204.1% | $5,850+102.0% |
| Admin fee / account holder | $2,373 | $6,171-61.5% | $5,351-55.7% | $11,596-79.5% |