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 | $49,675 | $115,770-57.1% | $101,248-50.9% | $158,922-68.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.90% | 56.14%-31.2pp | 46.47%-21.6pp | 302.83%-277.9pp |
| Employer contribution / active EE | $7,700 | $4,175+84.5% | $3,660+110.4% | $4,761+61.7% |
| Participant deferral / active EE | $16,778 | $4,957+238.5% | $4,370+283.9% | $5,982+180.5% |
| Admin fee / account holder | $391 | $7,245-94.6% | $5,945-93.4% | $11,246-96.5% |