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 | $68,672 | $100,852-31.9% | $90,404-24.0% | $158,922-56.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.53% | 1724.20%-1712.7pp | 1293.02%-1281.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $4,504 | $3,689+22.1% | $3,262+38.1% | $4,761-5.4% |
| Participant deferral / active EE | $1,663 | $4,348-61.8% | $3,963-58.1% | $5,982-72.2% |
| Admin fee / account holder | $30,010 | $6,501+361.6% | $5,611+434.9% | $11,246+166.9% |