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 | $60,073 | $102,966-41.7% | $90,281-33.5% | $152,861-60.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.42% | 95.16%-69.7pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $6,954 | $3,139+121.5% | $2,854+143.6% | $4,762+46.0% |
| Participant deferral / active EE | $838 | $4,281-80.4% | $3,885-78.4% | $5,850-85.7% |
| Admin fee / account holder | $13,178 | $6,171+113.6% | $5,351+146.3% | $11,596+13.6% |