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 | $44,250 | $109,327-59.5% | $89,391-50.5% | $158,922-72.2% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 9.71% | 345.68%-336.0pp | 245.62%-235.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $8,275 | $3,170+161.1% | $2,586+220.1% | $4,761+73.8% |
| Participant deferral / active EE | $9,983 | $4,598+117.1% | $3,890+156.6% | $5,982+66.9% |
| Admin fee / account holder | $50,312 | $6,153+717.7% | $4,881+930.7% | $11,246+347.4% |