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 | $51,556 | $109,327-52.8% | $89,391-42.3% | $158,922-67.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 6.53% | 345.68%-339.2pp | 245.62%-239.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $3,416 | $3,170+7.8% | $2,586+32.1% | $4,761-28.3% |
| Participant deferral / active EE | $7,775 | $4,598+69.1% | $3,890+99.9% | $5,982+30.0% |
| Admin fee / account holder | $29,510 | $6,153+379.6% | $4,881+504.5% | $11,246+162.4% |