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 | $45,617 | $105,998-57.0% | $92,233-50.5% | $147,584-69.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.35% | 50.05%-27.7pp | 176.28%-153.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $827 | $4,333-80.9% | $3,679-77.5% | $4,876-83.0% |
| Participant deferral / active EE | $1,938 | $4,478-56.7% | $3,897-50.3% | $5,439-64.4% |
| Admin fee / account holder | $2,790 | $6,332-55.9% | $5,194-46.3% | $10,885-74.4% |