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 | $44,173 | $88,751-50.2% | $81,812-46.0% | $145,922-69.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.65% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,421 | $3,083-21.5% | $2,912-16.9% | $4,660-48.0% |
| Participant deferral / active EE | $6,565 | $4,643+41.4% | $4,319+52.0% | $6,688-1.8% |
| Admin fee / account holder | $2,105 | $8,415-75.0% | $7,386-71.5% | $13,397-84.3% |