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 | $42,815 | $105,998-59.6% | $92,233-53.6% | $147,584-71.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.25% | 50.05%-28.8pp | 176.28%-155.0pp | 578.55%-557.3pp |
| Employer contribution / active EE | $7,549 | $4,333+74.2% | $3,679+105.2% | $4,876+54.8% |
| Participant deferral / active EE | $12,653 | $4,478+182.6% | $3,897+224.7% | $5,439+132.6% |
| Admin fee / account holder | $466 | $6,332-92.6% | $5,194-91.0% | $10,885-95.7% |