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 | $48,277 | $105,998-54.5% | $92,233-47.7% | $147,584-67.3% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 14.98% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,185 | $4,333-49.6% | $3,679-40.6% | $4,876-55.2% |
| Participant deferral / active EE | $2,541 | $4,478-43.3% | $3,897-34.8% | $5,439-53.3% |
| Admin fee / account holder | $1,163 | $6,332-81.6% | $5,194-77.6% | $10,885-89.3% |