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 | $37,950 | $48,570-21.9% | $130,648-71.0% | $72,985-48.0% |
| Participation rate | 98.9% | 58.6%+40.3pp | 71.7%+27.2pp | 69.5%+29.4pp |
| Annual return | 17.89% | 38.63%-20.7pp | 1708.96%-1691.1pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,203 | $1,334+65.1% | $4,092-46.2% | $2,440-9.7% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $522 | $3,549-85.3% | $5,464-90.4% | $5,124-89.8% |