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 | $46,060 | $100,041-54.0% | $149,718-69.2% | $70,131-34.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.98% | 27.43%-6.5pp | 1501.63%-1480.7pp | 73.14%-52.2pp |
| Employer contribution / active EE | $3,369 | $3,662-8.0% | $5,445-38.1% | $2,342+43.8% |
| Participant deferral / active EE | $3,742 | $4,983-24.9% | $6,569-43.0% | $3,332+12.3% |
| Admin fee / account holder | $3,334 | $8,286-59.8% | $11,283-70.4% | $4,645-28.2% |