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 | $38,023 | $105,998-64.1% | $92,233-58.8% | $147,584-74.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.77% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $7,700 | $4,333+77.7% | $3,679+109.3% | $4,876+57.9% |
| Participant deferral / active EE | $4,955 | $4,478+10.7% | $3,897+27.2% | $5,439-8.9% |
| Admin fee / account holder | $430 | $6,332-93.2% | $5,194-91.7% | $10,885-96.0% |