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 | $47,817 | $99,020-51.7% | $86,590-44.8% | $147,584-67.6% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 13.04% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,608 | $3,972+66.4% | $3,609+83.1% | $5,439+21.5% |
| Admin fee / account holder | $552 | $5,710-90.3% | $4,906-88.7% | $10,885-94.9% |