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 | $41,100 | $100,852-59.2% | $90,404-54.5% | $158,922-74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.03% | 1724.20%-1712.2pp | 1293.02%-1281.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $6,411 | $3,689+73.8% | $3,262+96.5% | $4,761+34.6% |
| Participant deferral / active EE | $5,764 | $4,348+32.6% | $3,963+45.4% | $5,982-3.7% |
| Admin fee / account holder | $14,744 | $6,501+126.8% | $5,611+162.8% | $11,246+31.1% |