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 | $52,052 | $83,902-38.0% | $167,512-68.9% | $84,808-38.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 36.65% | 91.55%-54.9pp | 1615.79%-1579.1pp | 40.90%-4.2pp |
| Employer contribution / active EE | $3,314 | $2,264+46.4% | $3,882-14.6% | $2,631+26.0% |
| Participant deferral / active EE | $4,836 | $4,442+8.9% | $6,405-24.5% | $4,212+14.8% |
| Admin fee / account holder | $16,598 | $7,915+109.7% | $9,769+69.9% | $7,344+126.0% |