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 | $35,266 | $106,890-67.0% | $84,015-58.0% | $152,861-76.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.35% | 104.99%-83.6pp | 71.31%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,980 | $2,734-27.6% | $1,983-0.2% | $4,762-58.4% |
| Participant deferral / active EE | $2,732 | $4,011-31.9% | $3,239-15.6% | $5,850-53.3% |
| Admin fee / account holder | $3,172 | $8,285-61.7% | $6,101-48.0% | $11,596-72.6% |