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 | $45,927 | $104,486-56.0% | $76,817-40.2% | $152,861-70.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 35.82% | 1013.37%-977.6pp | 1166.11%-1130.3pp | 345.32%-309.5pp |
| Employer contribution / active EE | $3,475 | $3,116+11.5% | $2,302+50.9% | $4,762-27.0% |
| Participant deferral / active EE | $6,081 | $4,236+43.6% | $3,336+82.3% | $5,850+3.9% |
| Admin fee / account holder | $484 | $12,275-96.1% | $6,420-92.5% | $11,596-95.8% |