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 | $48,902 | $88,751-44.9% | $81,812-40.2% | $145,922-66.5% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 13.57% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,669 | $3,083-45.9% | $2,912-42.7% | $4,660-64.2% |
| Participant deferral / active EE | $4,713 | $4,643+1.5% | $4,319+9.1% | $6,688-29.5% |
| Admin fee / account holder | $7,223 | $8,415-14.2% | $7,386-2.2% | $13,397-46.1% |