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 | $61,639 | $70,756-12.9% | $65,493-5.9% | $142,382-56.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.74% | 1754.89%-1740.1pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,268 | $2,881+13.5% | $2,574+27.0% | $4,299-24.0% |
| Participant deferral / active EE | $8,139 | $4,637+75.5% | $3,961+105.5% | $6,507+25.1% |
| Admin fee / account holder | $13,680 | $6,559+108.6% | $5,028+172.1% | $12,624+8.4% |