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 | $44,001 | $53,516-17.8% | $126,539-65.2% | $84,808-48.1% |
| Participation rate | 96.2% | 58.2%+37.9pp | 69.8%+26.3pp | 68.3%+27.8pp |
| Annual return | 14.07% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,144 | $1,535+170.0% | $3,674+12.8% | $2,631+57.5% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,912 | $4,497+76.0% | $6,065+30.5% | $7,344+7.7% |