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 | $74,984 | $88,751-15.5% | $81,812-8.3% | $145,922-48.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.42% | 1025.40%-1007.0pp | 773.79%-755.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $31,996 | $3,083+937.7% | $2,912+998.7% | $4,660+586.7% |
| Participant deferral / active EE | $10,784 | $4,643+132.3% | $4,319+149.7% | $6,688+61.2% |
| Admin fee / account holder | $7,334 | $8,415-12.8% | $7,386-0.7% | $13,397-45.3% |