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 | $48,831 | $106,890-54.3% | $84,015-41.9% | $152,861-68.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.88% | 104.99%-81.1pp | 71.31%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,669 | $2,734-39.0% | $1,983-15.9% | $4,762-65.0% |
| Participant deferral / active EE | $5,797 | $4,011+44.5% | $3,239+79.0% | $5,850-0.9% |
| Admin fee / account holder | $2,039 | $8,285-75.4% | $6,101-66.6% | $11,596-82.4% |