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 | $32,937 | $118,680-72.2% | $98,907-66.7% | $158,922-79.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.62% | 372.35%-364.7pp | 196.43%-188.8pp | 302.83%-295.2pp |
| Employer contribution / active EE | $6,901 | $3,333+107.1% | $2,689+156.7% | $4,761+45.0% |
| Participant deferral / active EE | $6,838 | $5,088+34.4% | $4,244+61.1% | $5,982+14.3% |
| Admin fee / account holder | $35,714 | $10,131+252.5% | $6,642+437.7% | $11,246+217.6% |