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 | $40,104 | $185,200-78.3% | $142,863-71.9% | $167,490-76.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.77% | 8555.70%-8542.9pp | 5637.54%-5624.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $5,117 | $5,604-8.7% | $4,144+23.5% | $4,837+5.8% |
| Participant deferral / active EE | $8,812 | $4,494+96.1% | $3,837+129.6% | $6,341+39.0% |
| Admin fee / account holder | $4,636 | $8,031-42.3% | $6,560-29.3% | $12,309-62.3% |