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 | $48,471 | $183,519-73.6% | $155,509-68.8% | $145,922-66.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.66% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,069 | $5,313-61.1% | $4,672-55.7% | $4,660-55.6% |
| Participant deferral / active EE | $6,700 | $6,462+3.7% | $5,626+19.1% | $6,688+0.2% |
| Admin fee / account holder | $1,791 | $19,313-90.7% | $15,912-88.7% | $13,397-86.6% |