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 9-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 | $48,999 | $102,317-52.1% | $146,958-66.7% | $80,856-39.4% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 12.81% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,050 | $3,713-44.8% | $4,933-58.4% | $2,755-25.6% |
| Participant deferral / active EE | $4,501 | $6,644-32.2% | $8,070-44.2% | $4,296+4.8% |
| Admin fee / account holder | $4,500 | $7,941-43.3% | $12,998-65.4% | $6,918-35.0% |