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 | $41,199 | $53,127-22.5% | $86,590-52.4% | $70,131-41.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.50% | 27.66%-14.2pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,355 | $2,068+13.9% | $2,839-17.1% | $2,342+0.5% |
| Participant deferral / active EE | $6,615 | $2,696+145.4% | $3,609+83.3% | $3,332+98.5% |
| Admin fee / account holder | $4,249 | $3,585+18.5% | $4,906-13.4% | $4,645-8.5% |