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 | $47,917 | $150,187-68.1% | $120,354-60.2% | $145,922-67.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.77% | 154.07%-142.3pp | 107.15%-95.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $8,179 | $4,348+88.1% | $3,463+136.2% | $4,660+75.5% |
| Participant deferral / active EE | $3,238 | $6,173-47.6% | $4,991-35.1% | $6,688-51.6% |
| Admin fee / account holder | $20,167 | $12,207+65.2% | $9,423+114.0% | $13,397+50.5% |