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 | $55,892 | $105,998-47.3% | $92,233-39.4% | $147,584-62.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 48.17% | 50.05%-1.9pp | 176.28%-128.1pp | 578.55%-530.4pp |
| Employer contribution / active EE | $691 | $4,333-84.1% | $3,679-81.2% | $4,876-85.8% |
| Participant deferral / active EE | $4,457 | $4,478-0.5% | $3,897+14.4% | $5,439-18.0% |
| Admin fee / account holder | $21,569 | $6,332+240.6% | $5,194+315.3% | $10,885+98.1% |