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 4-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 | $47,732 | $70,756-32.5% | $65,493-27.1% | $142,382-66.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.24% | 1754.89%-1734.7pp | 982.45%-962.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,796 | $2,881+66.5% | $2,574+86.3% | $4,299+11.6% |
| Participant deferral / active EE | $10,490 | $4,637+126.2% | $3,961+164.8% | $6,507+61.2% |
| Admin fee / account holder | $2,334 | $6,559-64.4% | $5,028-53.6% | $12,624-81.5% |