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 | $55,776 | $102,966-45.8% | $90,281-38.2% | $152,861-63.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.72% | 95.16%-81.4pp | 78.10%-64.4pp | 345.32%-331.6pp |
| Employer contribution / active EE | $5,126 | $3,139+63.3% | $2,854+79.6% | $4,762+7.6% |
| Participant deferral / active EE | $3,332 | $4,281-22.2% | $3,885-14.2% | $5,850-43.0% |
| Admin fee / account holder | $67,514 | $6,171+994.1% | $5,351+1161.7% | $11,596+482.2% |