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 | $45,148 | $105,998-57.4% | $92,233-51.1% | $147,584-69.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.58% | 50.05%-26.5pp | 176.28%-152.7pp | 578.55%-555.0pp |
| Employer contribution / active EE | $6,727 | $4,333+55.2% | $3,679+82.8% | $4,876+37.9% |
| Participant deferral / active EE | $10,273 | $4,478+129.4% | $3,897+163.6% | $5,439+88.9% |
| Admin fee / account holder | $1,033 | $6,332-83.7% | $5,194-80.1% | $10,885-90.5% |