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 | $55,577 | $105,998-47.6% | $92,233-39.7% | $147,584-62.3% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 22.16% | 50.05%-27.9pp | 176.28%-154.1pp | 578.55%-556.4pp |
| Employer contribution / active EE | $3,839 | $4,333-11.4% | $3,679+4.3% | $4,876-21.3% |
| Participant deferral / active EE | $10,103 | $4,478+125.6% | $3,897+159.3% | $5,439+85.8% |
| Admin fee / account holder | $1,800 | $6,332-71.6% | $5,194-65.3% | $10,885-83.5% |