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 6-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 | $46,997 | $99,918-53.0% | $81,382-42.3% | $145,922-67.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.80% | 34.32%-14.5pp | 24.73%-4.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $4,553 | $2,978+52.9% | $2,463+84.9% | $4,660-2.3% |
| Participant deferral / active EE | $9,957 | $4,605+116.2% | $3,883+156.4% | $6,688+48.9% |
| Admin fee / account holder | $17,971 | $8,212+118.8% | $5,768+211.5% | $13,397+34.1% |