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 | $67,269 | $70,756-4.9% | $65,493+2.7% | $142,382-52.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.95% | 1754.89%-1740.9pp | 982.45%-968.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $7,452 | $2,881+158.7% | $2,574+189.5% | $4,299+73.3% |
| Participant deferral / active EE | $6,933 | $4,637+49.5% | $3,961+75.0% | $6,507+6.5% |
| Admin fee / account holder | $41,969 | $6,559+539.9% | $5,028+734.7% | $12,624+232.5% |