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 9-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 | $51,563 | $105,998-51.4% | $92,233-44.1% | $147,584-65.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.01% | 50.05%-34.0pp | 176.28%-160.3pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,695 | $4,333-60.9% | $3,679-53.9% | $4,876-65.2% |
| Participant deferral / active EE | $5,894 | $4,478+31.6% | $3,897+51.3% | $5,439+8.4% |
| Admin fee / account holder | $2,059 | $6,332-67.5% | $5,194-60.4% | $10,885-81.1% |