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 | $62,201 | $99,020-37.2% | $86,590-28.2% | $147,584-57.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.79% | 1312.34%-1298.5pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $4,875 | $3,132+55.7% | $2,839+71.7% | $4,8760% |
| Participant deferral / active EE | $10,343 | $3,972+160.4% | $3,609+186.6% | $5,439+90.2% |
| Admin fee / account holder | $10,773 | $5,710+88.7% | $4,906+119.6% | $10,885-1.0% |