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 | $47,232 | $108,642-56.5% | $74,701-36.8% | $152,861-69.1% |
| Participation rate | 93.8% | 65.3%+28.4pp | 54.5%+39.3pp | 82.4%+11.3pp |
| Annual return | 22.33% | 114.06%-91.7pp | 752.92%-730.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,535 | $1,503+2.1% | $1,084+41.6% | $4,762-67.8% |
| Participant deferral / active EE | $4,200 | $2,712+54.8% | $1,964+113.9% | $5,850-28.2% |
| Admin fee / account holder | $1,089 | $4,902-77.8% | $3,333-67.3% | $11,596-90.6% |