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 | $45,735 | $65,561-30.2% | $86,188-46.9% | $75,163-39.2% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.0%+15.0pp | 67.2%+16.8pp |
| Annual return | 76.70% | 46.05%+30.6pp | 1168.45%-1091.7pp | 160.62%-83.9pp |
| Employer contribution / active EE | $3,963 | $1,553+155.2% | $2,380+66.5% | $2,670+48.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,022 | $5,474-63.1% | $6,852-70.5% | $5,651-64.2% |