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 | $28,953 | $105,998-72.7% | $92,233-68.6% | $147,584-80.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.85% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,115 | $4,333-5.0% | $3,679+11.8% | $4,876-15.6% |
| Participant deferral / active EE | $2,355 | $4,478-47.4% | $3,897-39.6% | $5,439-56.7% |
| Admin fee / account holder | $1,567 | $6,332-75.3% | $5,194-69.8% | $10,885-85.6% |