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 | $44,523 | $185,200-76.0% | $142,863-68.8% | $167,490-73.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 17.91% | 8555.70%-8537.8pp | 5637.54%-5619.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,223 | $5,604-60.3% | $4,144-46.4% | $4,837-54.1% |
| Participant deferral / active EE | $6,297 | $4,494+40.1% | $3,837+64.1% | $6,341-0.7% |
| Admin fee / account holder | $837 | $8,031-89.6% | $6,560-87.2% | $12,309-93.2% |