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 8-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 | $48,916 | $88,751-44.9% | $81,812-40.2% | $145,922-66.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 14.97% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $606 | $3,083-80.4% | $2,912-79.2% | $4,660-87.0% |
| Participant deferral / active EE | $1,608 | $4,643-65.4% | $4,319-62.8% | $6,688-76.0% |
| Admin fee / account holder | $16,768 | $8,415+99.3% | $7,386+127.0% | $13,397+25.2% |