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 | $44,071 | $105,998-58.4% | $92,233-52.2% | $147,584-70.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.32% | 50.05%-24.7pp | 176.28%-151.0pp | 578.55%-553.2pp |
| Employer contribution / active EE | $2,140 | $4,333-50.6% | $3,679-41.8% | $4,876-56.1% |
| Participant deferral / active EE | $4,354 | $4,478-2.8% | $3,897+11.7% | $5,439-20.0% |
| Admin fee / account holder | $1,194 | $6,332-81.1% | $5,194-77.0% | $10,885-89.0% |