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 8-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 | $46,484 | $88,751-47.6% | $81,812-43.2% | $145,922-68.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.99% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $611 | $3,083-80.2% | $2,912-79.0% | $4,660-86.9% |
| Participant deferral / active EE | $6,599 | $4,643+42.1% | $4,319+52.8% | $6,688-1.3% |
| Admin fee / account holder | $1,161 | $8,415-86.2% | $7,386-84.3% | $13,397-91.3% |