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 | $25,012 | $105,998-76.4% | $92,233-72.9% | $147,584-83.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.46% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $5,821 | $4,333+34.3% | $3,679+58.2% | $4,876+19.4% |
| Participant deferral / active EE | $5,119 | $4,478+14.3% | $3,897+31.4% | $5,439-5.9% |
| Admin fee / account holder | $403 | $6,332-93.6% | $5,194-92.2% | $10,885-96.3% |