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 | $75,125 | $83,902-10.5% | $167,512-55.2% | $84,808-11.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.09% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $10,172 | $2,264+349.3% | $3,882+162.1% | $2,631+286.6% |
| Participant deferral / active EE | $5,944 | $4,442+33.8% | $6,405-7.2% | $4,212+41.1% |
| Admin fee / account holder | $1,223 | $7,915-84.5% | $9,769-87.5% | $7,344-83.3% |