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 | $59,134 | $70,756-16.4% | $65,493-9.7% | $142,382-58.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.66% | 1754.89%-1735.2pp | 982.45%-962.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,210 | $2,881+219.7% | $2,574+257.8% | $4,299+114.2% |
| Participant deferral / active EE | $9,802 | $4,637+111.4% | $3,961+147.4% | $6,507+50.6% |
| Admin fee / account holder | $338 | $6,559-94.8% | $5,028-93.3% | $12,624-97.3% |