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 | $69,434 | $150,187-53.8% | $120,354-42.3% | $145,922-52.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.04% | 154.07%-141.0pp | 107.15%-94.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,233 | $4,348-25.7% | $3,463-6.6% | $4,660-30.6% |
| Participant deferral / active EE | $8,623 | $6,173+39.7% | $4,991+72.8% | $6,688+28.9% |
| Admin fee / account holder | $9,419 | $12,207-22.8% | $9,4230% | $13,397-29.7% |