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 | $45,121 | $88,751-49.2% | $81,812-44.8% | $145,922-69.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.46% | 1025.40%-1009.9pp | 773.79%-758.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,308 | $3,083-25.2% | $2,912-20.8% | $4,660-50.5% |
| Participant deferral / active EE | $11,854 | $4,643+155.3% | $4,319+174.5% | $6,688+77.3% |
| Admin fee / account holder | $2,629 | $8,415-68.8% | $7,386-64.4% | $13,397-80.4% |