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 | $51,431 | $135,635-62.1% | $110,238-53.3% | $135,375-62.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.62% | 513.19%-507.6pp | 314.74%-309.1pp | 519.73%-514.1pp |
| Employer contribution / active EE | $16,459 | $4,906+235.5% | $3,826+330.1% | $4,779+244.4% |
| Participant deferral / active EE | $3,700 | $5,506-32.8% | $4,672-20.8% | $5,609-34.0% |
| Admin fee / account holder | $3,532 | $11,457-69.2% | $8,547-58.7% | $10,827-67.4% |