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 | $40,928 | $76,738-46.7% | $56,411-27.4% | $145,922-72.0% |
| Participation rate | 81.0% | 63.2%+17.7pp | 52.5%+28.5pp | 80.3%+0.7pp |
| Annual return | 16.16% | 2994.23%-2978.1pp | 1701.33%-1685.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,602 | $1,380+16.1% | $1,039+54.3% | $4,660-65.6% |
| Participant deferral / active EE | $5,343 | $2,623+103.7% | $1,952+173.8% | $6,688-20.1% |
| Admin fee / account holder | $4,587 | $3,334+37.6% | $2,829+62.2% | $13,397-65.8% |