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 | $55,022 | $61,774-10.9% | $97,226-43.4% | $80,856-32.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.12% | -557.90%+570.0pp | 75.13%-63.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,220 | $1,837-33.6% | $2,729-55.3% | $2,755-55.7% |
| Participant deferral / active EE | $3,897 | $3,029+28.7% | $4,264-8.6% | $4,296-9.3% |
| Admin fee / account holder | $10,039 | $5,166+94.3% | $5,654+77.6% | $6,918+45.1% |