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 | $40,602 | $58,208-30.2% | $81,812-50.4% | $80,856-49.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.13% | 41.66%-29.5pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,871 | $2,340-20.0% | $2,912-35.7% | $2,755-32.1% |
| Participant deferral / active EE | $2,608 | $3,281-20.5% | $4,319-39.6% | $4,296-39.3% |
| Admin fee / account holder | $1,849 | $4,981-62.9% | $7,386-75.0% | $6,918-73.3% |