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 | $36,471 | $108,642-66.4% | $74,701-51.2% | $152,861-76.1% |
| Participation rate | 94.4% | 65.3%+29.1pp | 54.5%+40.0pp | 82.4%+12.0pp |
| Annual return | 18.72% | 114.06%-95.3pp | 752.92%-734.2pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,805 | $1,503+20.1% | $1,084+66.6% | $4,762-62.1% |
| Participant deferral / active EE | $3,843 | $2,712+41.7% | $1,964+95.7% | $5,850-34.3% |
| Admin fee / account holder | $21,036 | $4,902+329.1% | $3,333+531.1% | $11,596+81.4% |