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 | $40,672 | $105,998-61.6% | $92,233-55.9% | $147,584-72.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.46% | 50.05%-32.6pp | 176.28%-158.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $3,046 | $4,333-29.7% | $3,679-17.2% | $4,876-37.5% |
| Participant deferral / active EE | $4,056 | $4,478-9.4% | $3,897+4.1% | $5,439-25.4% |
| Admin fee / account holder | $1,181 | $6,332-81.4% | $5,194-77.3% | $10,885-89.2% |