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 | $59,135 | $88,751-33.4% | $81,812-27.7% | $145,922-59.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.45% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,774 | $3,083-42.5% | $2,912-39.1% | $4,660-61.9% |
| Participant deferral / active EE | $6,256 | $4,643+34.7% | $4,319+44.9% | $6,688-6.5% |
| Admin fee / account holder | $925 | $8,415-89.0% | $7,386-87.5% | $13,397-93.1% |