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 | $49,827 | $92,703-46.3% | $82,719-39.8% | $134,475-62.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 15.92% | 944.92%-929.0pp | 701.18%-685.3pp | 417.96%-402.0pp |
| Employer contribution / active EE | $2,710 | $3,274-17.2% | $3,009-9.9% | $4,740-42.8% |
| Participant deferral / active EE | $2,710 | $4,802-43.6% | $4,395-38.3% | $6,400-57.7% |
| Admin fee / account holder | $374 | $5,983-93.8% | $5,329-93.0% | $11,426-96.7% |