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 | $39,813 | $96,635-58.8% | $86,612-54.0% | $139,434-71.4% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 16.50% | 106.41%-89.9pp | 591.07%-574.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,583 | $3,263-20.8% | $3,022-14.5% | $4,751-45.6% |
| Participant deferral / active EE | $9,479 | $4,836+96.0% | $4,438+113.6% | $6,710+41.3% |
| Admin fee / account holder | $1,214 | $6,408-81.1% | $5,614-78.4% | $11,403-89.4% |