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 | $47,938 | $88,751-46.0% | $81,812-41.4% | $145,922-67.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 14.12% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,243 | $3,083+37.6% | $2,912+45.7% | $4,660-8.9% |
| Participant deferral / active EE | $6,110 | $4,643+31.6% | $4,319+41.5% | $6,688-8.6% |
| Admin fee / account holder | $4,135 | $8,415-50.9% | $7,386-44.0% | $13,397-69.1% |