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 | $41,818 | $112,881-63.0% | $90,951-54.0% | $158,922-73.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.52% | 215.79%-206.3pp | 134.60%-125.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $5,268 | $2,893+82.1% | $2,122+148.3% | $4,761+10.6% |
| Participant deferral / active EE | $6,595 | $4,128+59.8% | $3,373+95.5% | $5,982+10.2% |
| Admin fee / account holder | $8,185 | $8,041+1.8% | $5,959+37.4% | $11,246-27.2% |