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 | $44,154 | $106,890-58.7% | $84,015-47.4% | $152,861-71.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.54% | 104.99%-86.4pp | 71.31%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $5,168 | $2,734+89.0% | $1,983+160.6% | $4,762+8.5% |
| Participant deferral / active EE | $9,058 | $4,011+125.8% | $3,239+179.7% | $5,850+54.8% |
| Admin fee / account holder | $1,513 | $8,285-81.7% | $6,101-75.2% | $11,596-87.0% |