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 | $67,689 | $90,600-25.3% | $79,464-14.8% | $135,375-50.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 45.29% | 977.43%-932.1pp | 718.14%-672.8pp | 519.73%-474.4pp |
| Employer contribution / active EE | $3,592 | $3,068+17.1% | $2,800+28.3% | $4,779-24.8% |
| Participant deferral / active EE | $10,236 | $4,050+152.7% | $3,704+176.4% | $5,609+82.5% |
| Admin fee / account holder | $854 | $5,907-85.5% | $5,113-83.3% | $10,827-92.1% |