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 | $47,438 | $105,998-55.2% | $92,233-48.6% | $147,584-67.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.41% | 50.05%-31.6pp | 176.28%-157.9pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,050 | $4,333-52.7% | $3,679-44.3% | $4,876-58.0% |
| Participant deferral / active EE | $2,807 | $4,478-37.3% | $3,897-28.0% | $5,439-48.4% |
| Admin fee / account holder | $3,174 | $6,332-49.9% | $5,194-38.9% | $10,885-70.8% |