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 | $46,668 | $100,852-53.7% | $90,404-48.4% | $158,922-70.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.47% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,190 | $3,689-67.7% | $3,262-63.5% | $4,761-75.0% |
| Participant deferral / active EE | $1,907 | $4,348-56.1% | $3,963-51.9% | $5,982-68.1% |
| Admin fee / account holder | $4,420 | $6,501-32.0% | $5,611-21.2% | $11,246-60.7% |