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 | $48,215 | $99,020-51.3% | $86,590-44.3% | $147,584-67.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.04% | 1312.34%-1292.3pp | 964.84%-944.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $4,094 | $3,132+30.7% | $2,839+44.2% | $4,876-16.1% |
| Participant deferral / active EE | $3,438 | $3,972-13.4% | $3,609-4.7% | $5,439-36.8% |
| Admin fee / account holder | $510 | $5,710-91.1% | $4,906-89.6% | $10,885-95.3% |