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 | $52,786 | $105,998-50.2% | $92,233-42.8% | $147,584-64.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.14% | 50.05%-39.9pp | 176.28%-166.1pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,393 | $4,333-44.8% | $3,679-35.0% | $4,876-50.9% |
| Participant deferral / active EE | $9,492 | $4,478+112.0% | $3,897+143.6% | $5,439+74.5% |
| Admin fee / account holder | $576 | $6,332-90.9% | $5,194-88.9% | $10,885-94.7% |