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 | $24,598 | $69,518-64.6% | $59,878-58.9% | $135,375-81.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.22% | 7.94%+2.3pp | 3.46%+6.8pp | 519.73%-509.5pp |
| Employer contribution / active EE | $3,707 | $3,235+14.6% | $2,722+36.2% | $4,779-22.4% |
| Participant deferral / active EE | $7,560 | $4,206+79.8% | $3,402+122.2% | $5,609+34.8% |
| Admin fee / account holder | $9,341 | $5,734+62.9% | $3,590+160.2% | $10,827-13.7% |