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 | $49,991 | $99,020-49.5% | $86,590-42.3% | $147,584-66.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.49% | 1312.34%-1300.8pp | 964.84%-953.3pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,493 | $3,132-52.3% | $2,839-47.4% | $4,876-69.4% |
| Participant deferral / active EE | $5,485 | $3,972+38.1% | $3,609+52.0% | $5,439+0.8% |
| Admin fee / account holder | $8,999 | $5,710+57.6% | $4,906+83.4% | $10,885-17.3% |