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 | $46,403 | $104,486-55.6% | $76,817-39.6% | $152,861-69.6% |
| Participation rate | 80.0% | 76.6%+3.4pp | 72.1%+7.9pp | 82.4%-2.4pp |
| Annual return | 27.79% | 1013.37%-985.6pp | 1166.11%-1138.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,675 | $3,116-14.2% | $2,302+16.2% | $4,762-43.8% |
| Participant deferral / active EE | $4,832 | $4,236+14.1% | $3,336+44.8% | $5,850-17.4% |
| Admin fee / account holder | $4,015 | $12,275-67.3% | $6,420-37.5% | $11,596-65.4% |