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 7-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 | $38,262 | $115,770-66.9% | $101,248-62.2% | $158,922-75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.44% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,816 | $4,175-32.6% | $3,660-23.1% | $4,761-40.9% |
| Participant deferral / active EE | $10,101 | $4,957+103.8% | $4,370+131.1% | $5,982+68.9% |
| Admin fee / account holder | $3,215 | $7,245-55.6% | $5,945-45.9% | $11,246-71.4% |