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 | $68,690 | $81,625-15.8% | $58,482+17.5% | $139,434-50.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.29% | 7404.20%-7391.9pp | 4239.32%-4227.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $4,090 | $1,398+192.5% | $1,053+288.3% | $4,751-13.9% |
| Participant deferral / active EE | $10,062 | $2,557+293.6% | $1,924+423.0% | $6,710+50.0% |
| Admin fee / account holder | $34,394 | $3,265+953.4% | $2,516+1267.0% | $11,403+201.6% |