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 | $43,331 | $105,998-59.1% | $92,233-53.0% | $147,584-70.6% |
| Participation rate | 82.6% | 80.4%+2.2pp | 76.5%+6.1pp | 82.8%-0.2pp |
| Annual return | 14.14% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,059 | $4,333-52.5% | $3,679-44.0% | $4,876-57.8% |
| Participant deferral / active EE | $4,852 | $4,478+8.3% | $3,897+24.5% | $5,439-10.8% |
| Admin fee / account holder | $13,094 | $6,332+106.8% | $5,194+152.1% | $10,885+20.3% |