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 | $51,474 | $85,202-39.6% | $172,739-70.2% | $72,985-29.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.68% | 27.32%-4.6pp | 802.84%-780.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,411 | $3,324-27.5% | $5,143-53.1% | $2,440-1.2% |
| Participant deferral / active EE | $6,161 | $3,260+89.0% | $5,198+18.5% | $3,607+70.8% |
| Admin fee / account holder | $336 | $5,884-94.3% | $13,954-97.6% | $5,124-93.5% |