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 | $54,282 | $88,751-38.8% | $81,812-33.7% | $145,922-62.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.47% | 1025.40%-1005.9pp | 773.79%-754.3pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,805 | $3,083-9.0% | $2,912-3.7% | $4,660-39.8% |
| Participant deferral / active EE | $1,866 | $4,643-59.8% | $4,319-56.8% | $6,688-72.1% |
| Admin fee / account holder | $908 | $8,415-89.2% | $7,386-87.7% | $13,397-93.2% |