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 | $48,874 | $60,124-18.7% | $90,404-45.9% | $79,858-38.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.34% | 71.94%-56.6pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,987 | $2,068-3.9% | $3,262-39.1% | $2,471-19.6% |
| Participant deferral / active EE | $3,271 | $2,938+11.3% | $3,963-17.5% | $3,740-12.5% |
| Admin fee / account holder | $666 | $3,976-83.2% | $5,611-88.1% | $5,306-87.4% |