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 | $64,481 | $88,751-27.3% | $81,812-21.2% | $145,922-55.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.39% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $6,999 | $3,083+127.0% | $2,912+140.3% | $4,660+50.2% |
| Participant deferral / active EE | $6,356 | $4,643+36.9% | $4,319+47.2% | $6,688-5.0% |
| Admin fee / account holder | $3,588 | $8,415-57.4% | $7,386-51.4% | $13,397-73.2% |