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 | $73,825 | $90,600-18.5% | $79,464-7.1% | $135,375-45.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.20% | 977.43%-969.2pp | 718.14%-709.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $5,450 | $3,068+77.6% | $2,800+94.6% | $4,779+14.0% |
| Participant deferral / active EE | $7,040 | $4,050+73.8% | $3,704+90.1% | $5,609+25.5% |
| Admin fee / account holder | $908 | $5,907-84.6% | $5,113-82.2% | $10,827-91.6% |