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 8-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 | $47,974 | $70,606-32.1% | $53,898-11.0% | $142,382-66.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.95% | 619.81%-602.9pp | 528.60%-511.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,647 | $1,202+203.4% | $932+291.3% | $4,299-15.2% |
| Participant deferral / active EE | $12,593 | $2,364+432.7% | $1,826+589.5% | $6,507+93.5% |
| Admin fee / account holder | $471 | $2,852-83.5% | $2,491-81.1% | $12,624-96.3% |