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 | $43,952 | $100,852-56.4% | $90,404-51.4% | $158,922-72.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.55% | 1724.20%-1713.7pp | 1293.02%-1282.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $4,414 | $3,689+19.7% | $3,262+35.3% | $4,761-7.3% |
| Participant deferral / active EE | $9,091 | $4,348+109.1% | $3,963+129.4% | $5,982+52.0% |
| Admin fee / account holder | $26,147 | $6,501+302.2% | $5,611+366.0% | $11,246+132.5% |