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 | $42,980 | $105,998-59.5% | $92,233-53.4% | $147,584-70.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.01% | 50.05%-37.0pp | 176.28%-163.3pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,693 | $4,333-60.9% | $3,679-54.0% | $4,876-65.3% |
| Participant deferral / active EE | $4,471 | $4,478-0.2% | $3,897+14.7% | $5,439-17.8% |
| Admin fee / account holder | $875 | $6,332-86.2% | $5,194-83.2% | $10,885-92.0% |