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 | $51,006 | $104,974-51.4% | $95,585-46.6% | $142,382-64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.19% | 210.33%-199.1pp | 38.56%-27.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,984 | $2,779+43.4% | $2,527+57.7% | $4,299-7.3% |
| Participant deferral / active EE | $7,994 | $4,352+83.7% | $4,023+98.7% | $6,507+22.9% |
| Admin fee / account holder | $54,878 | $6,386+759.3% | $6,127+795.6% | $12,624+334.7% |