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 | $75,539 | $99,020-23.7% | $86,590-12.8% | $147,584-48.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6670.36% | 1312.34%+5358.0pp | 964.84%+5705.5pp | 578.55%+6091.8pp |
| Employer contribution / active EE | $2,633 | $3,132-15.9% | $2,839-7.3% | $4,876-46.0% |
| Participant deferral / active EE | $6,762 | $3,972+70.2% | $3,609+87.4% | $5,439+24.3% |
| Admin fee / account holder | $2,560 | $5,710-55.2% | $4,906-47.8% | $10,885-76.5% |