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 | $51,375 | $104,907-51.0% | $84,611-39.3% | $152,861-66.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.67% | 373.79%-352.1pp | 258.74%-237.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,586 | $3,302-21.7% | $2,652-2.5% | $4,762-45.7% |
| Participant deferral / active EE | $4,213 | $4,688-10.1% | $3,899+8.1% | $5,850-28.0% |
| Admin fee / account holder | $1,602 | $6,241-74.3% | $4,912-67.4% | $11,596-86.2% |