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 | $46,836 | $114,047-58.9% | $96,139-51.3% | $167,490-72.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.70% | 189.88%-179.2pp | 191.94%-181.2pp | 478.56%-467.9pp |
| Employer contribution / active EE | $4,011 | $3,427+17.1% | $2,797+43.4% | $4,837-17.1% |
| Participant deferral / active EE | $8,917 | $5,194+71.7% | $4,349+105.0% | $6,341+40.6% |
| Admin fee / account holder | $12,867 | $6,897+86.6% | $5,537+132.4% | $12,309+4.5% |