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 | $37,074 | $100,852-63.2% | $90,404-59.0% | $158,922-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.46% | 1724.20%-1708.7pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,927 | $3,689-20.6% | $3,262-10.3% | $4,761-38.5% |
| Participant deferral / active EE | $1,977 | $4,348-54.5% | $3,963-50.1% | $5,982-67.0% |
| Admin fee / account holder | $10,215 | $6,501+57.1% | $5,611+82.1% | $11,246-9.2% |