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 | $44,577 | $105,998-57.9% | $92,233-51.7% | $147,584-69.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 18.90% | 50.05%-31.1pp | 176.28%-157.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,316 | $4,333-69.6% | $3,679-64.2% | $4,876-73.0% |
| Participant deferral / active EE | $6,132 | $4,478+36.9% | $3,897+57.4% | $5,439+12.8% |
| Admin fee / account holder | $1,446 | $6,332-77.2% | $5,194-72.2% | $10,885-86.7% |