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 | $79,299 | $88,751-10.7% | $81,812-3.1% | $145,922-45.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.09% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,200 | $3,083-61.1% | $2,912-58.8% | $4,660-74.2% |
| Participant deferral / active EE | $20,707 | $4,643+346.0% | $4,319+379.5% | $6,688+209.6% |
| Admin fee / account holder | $36,578 | $8,415+334.7% | $7,386+395.2% | $13,397+173.0% |