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 | $48,830 | $60,124-18.8% | $90,404-46.0% | $79,858-38.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.08% | 71.94%-58.9pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,573 | $2,068+121.2% | $3,262+40.2% | $2,471+85.1% |
| Participant deferral / active EE | $5,671 | $2,938+93.0% | $3,963+43.1% | $3,740+51.6% |
| Admin fee / account holder | $4,173 | $3,976+4.9% | $5,611-25.6% | $5,306-21.4% |