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 | $56,700 | $88,751-36.1% | $81,812-30.7% | $145,922-61.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.68% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,291 | $3,083-58.1% | $2,912-55.7% | $4,660-72.3% |
| Participant deferral / active EE | $2,041 | $4,643-56.0% | $4,319-52.7% | $6,688-69.5% |
| Admin fee / account holder | $4,989 | $8,415-40.7% | $7,386-32.5% | $13,397-62.8% |