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 | $47,586 | $73,515-35.3% | $62,995-24.5% | $147,584-67.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.98% | 175.43%-156.4pp | 87.57%-68.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,586 | $3,320-52.2% | $2,759-42.5% | $4,876-67.5% |
| Participant deferral / active EE | $6,214 | $4,185+48.5% | $3,329+86.6% | $5,439+14.3% |
| Admin fee / account holder | $3,624 | $5,953-39.1% | $3,600+0.7% | $10,885-66.7% |