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 | $45,376 | $70,606-35.7% | $53,898-15.8% | $142,382-68.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 11.08% | 619.81%-608.7pp | 528.60%-517.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,126 | $1,202-6.4% | $932+20.8% | $4,299-73.8% |
| Participant deferral / active EE | $858 | $2,364-63.7% | $1,826-53.0% | $6,507-86.8% |
| Admin fee / account holder | $1,030 | $2,852-63.9% | $2,491-58.6% | $12,624-91.8% |