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 | $40,822 | $105,998-61.5% | $92,233-55.7% | $147,584-72.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.06% | 50.05%-29.0pp | 176.28%-155.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,457 | $4,333-43.3% | $3,679-33.2% | $4,876-49.6% |
| Participant deferral / active EE | $10,060 | $4,478+124.7% | $3,897+158.2% | $5,439+85.0% |
| Admin fee / account holder | $427 | $6,332-93.3% | $5,194-91.8% | $10,885-96.1% |