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 6-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 | $40,930 | $57,281-28.5% | $86,612-52.7% | $75,163-45.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.91% | 2670.75%-2652.8pp | 591.07%-573.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $5,795 | $2,314+150.4% | $3,022+91.7% | $2,670+117.0% |
| Participant deferral / active EE | $4,601 | $3,318+38.7% | $4,438+3.7% | $4,125+11.5% |
| Admin fee / account holder | $1,899 | $4,112-53.8% | $5,614-66.2% | $5,651-66.4% |