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 9-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 | $43,073 | $68,346-37.0% | $94,646-54.5% | $75,163-42.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 36.60% | 616.93%-580.3pp | 156.71%-120.1pp | 160.62%-124.0pp |
| Employer contribution / active EE | $2,566 | $2,701-5.0% | $3,672-30.1% | $2,670-3.9% |
| Participant deferral / active EE | $5,477 | $6,537-16.2% | $7,418-26.2% | $4,125+32.8% |
| Admin fee / account holder | $7,824 | $5,326+46.9% | $7,231+8.2% | $5,651+38.5% |