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 | $27,260 | $95,266-71.4% | $82,389-66.9% | $142,382-80.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.37% | 25.74%-5.4pp | 28.67%-8.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $7,510 | $2,991+151.1% | $2,517+198.3% | $4,299+74.7% |
| Participant deferral / active EE | $21,019 | $4,809+337.1% | $4,155+405.9% | $6,507+223.0% |
| Admin fee / account holder | $75,438 | $8,563+780.9% | $7,231+943.3% | $12,624+497.6% |