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 8-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 | $60,037 | $88,751-32.4% | $81,812-26.6% | $145,922-58.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.29% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,248 | $3,083-27.1% | $2,912-22.8% | $4,660-51.8% |
| Participant deferral / active EE | $4,507 | $4,643-2.9% | $4,319+4.4% | $6,688-32.6% |
| Admin fee / account holder | $14,258 | $8,415+69.4% | $7,386+93.0% | $13,397+6.4% |