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 | $45,846 | $105,998-56.7% | $92,233-50.3% | $147,584-68.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 19.50% | 50.05%-30.5pp | 176.28%-156.8pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,894 | $4,333-33.2% | $3,679-21.3% | $4,876-40.6% |
| Participant deferral / active EE | $6,808 | $4,478+52.0% | $3,897+74.7% | $5,439+25.2% |
| Admin fee / account holder | $877 | $6,332-86.1% | $5,194-83.1% | $10,885-91.9% |