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 | $42,555 | $99,020-57.0% | $86,590-50.9% | $147,584-71.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 34.90% | 1312.34%-1277.4pp | 964.84%-929.9pp | 578.55%-543.6pp |
| Employer contribution / active EE | $3,037 | $3,132-3.0% | $2,839+7.0% | $4,876-37.7% |
| Participant deferral / active EE | $6,221 | $3,972+56.6% | $3,609+72.4% | $5,439+14.4% |
| Admin fee / account holder | $1,648 | $5,710-71.1% | $4,906-66.4% | $10,885-84.9% |