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 | $42,456 | $100,041-57.6% | $149,718-71.6% | $70,131-39.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 33.09% | 27.43%+5.7pp | 1501.63%-1468.5pp | 73.14%-40.1pp |
| Employer contribution / active EE | $4,767 | $3,662+30.2% | $5,445-12.4% | $2,342+103.5% |
| Participant deferral / active EE | $7,610 | $4,983+52.7% | $6,569+15.8% | $3,332+128.4% |
| Admin fee / account holder | $1,695 | $8,286-79.5% | $11,283-85.0% | $4,645-63.5% |