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 | $45,838 | $73,515-37.6% | $62,995-27.2% | $147,584-68.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.27% | 175.43%-163.2pp | 87.57%-75.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,455 | $3,320-26.1% | $2,759-11.0% | $4,876-49.7% |
| Participant deferral / active EE | $5,646 | $4,185+34.9% | $3,329+69.6% | $5,439+3.8% |
| Admin fee / account holder | $3,386 | $5,953-43.1% | $3,600-6.0% | $10,885-68.9% |