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 | $37,464 | $85,790-56.3% | $67,313-44.3% | $135,375-72.3% |
| Participation rate | 95.8% | 76.5%+19.4pp | 69.1%+26.8pp | 82.6%+13.2pp |
| Annual return | 385.94% | -0.54%+386.5pp | -4.08%+390.0pp | 519.73%-133.8pp |
| Employer contribution / active EE | $625 | $3,487-82.1% | $2,566-75.6% | $4,779-86.9% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $308 | $6,392-95.2% | $4,507-93.2% | $10,827-97.2% |