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 | $46,210 | $90,600-49.0% | $79,464-41.8% | $135,375-65.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 31.44% | 977.43%-946.0pp | 718.14%-686.7pp | 519.73%-488.3pp |
| Employer contribution / active EE | $3,691 | $3,068+20.3% | $2,800+31.8% | $4,779-22.8% |
| Participant deferral / active EE | $6,183 | $4,050+52.6% | $3,704+66.9% | $5,609+10.2% |
| Admin fee / account holder | $25,768 | $5,907+336.2% | $5,113+404.0% | $10,827+138.0% |