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 | $72,879 | $100,852-27.7% | $90,404-19.4% | $158,922-54.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.88% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,204 | $3,689-40.2% | $3,262-32.4% | $4,761-53.7% |
| Participant deferral / active EE | $2,359 | $4,348-45.8% | $3,963-40.5% | $5,982-60.6% |
| Admin fee / account holder | $2,561 | $6,501-60.6% | $5,611-54.4% | $11,246-77.2% |