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 | $48,336 | $88,751-45.5% | $81,812-40.9% | $145,922-66.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 10.02% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $6,223 | $3,083+101.8% | $2,912+113.7% | $4,660+33.6% |
| Participant deferral / active EE | $8,881 | $4,643+91.3% | $4,319+105.6% | $6,688+32.8% |
| Admin fee / account holder | $14,929 | $8,415+77.4% | $7,386+102.1% | $13,397+11.4% |