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 | $46,358 | $88,751-47.8% | $81,812-43.3% | $145,922-68.2% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.3%+1.3pp | 80.3%-6.6pp |
| Annual return | 15.09% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $467 | $3,083-84.9% | $2,912-84.0% | $4,660-90.0% |
| Participant deferral / active EE | $3,565 | $4,643-23.2% | $4,319-17.4% | $6,688-46.7% |
| Admin fee / account holder | $2,523 | $8,415-70.0% | $7,386-65.8% | $13,397-81.2% |