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 | $48,507 | $102,604-52.7% | $86,188-43.7% | $139,434-65.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 11.75% | 1922.51%-1910.8pp | 1168.45%-1156.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $4,091 | $3,032+34.9% | $2,380+71.9% | $4,751-13.9% |
| Participant deferral / active EE | $8,555 | $4,676+83.0% | $3,985+114.7% | $6,710+27.5% |
| Admin fee / account holder | $41,038 | $8,657+374.1% | $6,852+499.0% | $11,403+259.9% |