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 | $76,052 | $88,751-14.3% | $81,812-7.0% | $145,922-47.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.40% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $8,846 | $3,083+186.9% | $2,912+203.7% | $4,660+89.8% |
| Participant deferral / active EE | $9,897 | $4,643+113.2% | $4,319+129.2% | $6,688+48.0% |
| Admin fee / account holder | $27,646 | $8,415+228.5% | $7,386+274.3% | $13,397+106.4% |