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 | $44,637 | $109,817-59.4% | $98,442-54.7% | $167,490-73.3% |
| Participation rate | 76.5% | 75.8%+0.6pp | 73.3%+3.1pp | 82.1%-5.6pp |
| Annual return | 41.50% | 1956.69%-1915.2pp | 1492.73%-1451.2pp | 478.56%-437.1pp |
| Employer contribution / active EE | $1,798 | $3,224-44.2% | $2,960-39.2% | $4,837-62.8% |
| Participant deferral / active EE | $4,175 | $4,673-10.7% | $4,276-2.4% | $6,341-34.2% |
| Admin fee / account holder | $4,878 | $6,753-27.8% | $5,949-18.0% | $12,309-60.4% |