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 | $29,410 | $53,127-44.6% | $86,590-66.0% | $70,131-58.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.55% | 27.66%-9.1pp | 964.84%-946.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,453 | $2,068+18.6% | $2,839-13.6% | $2,342+4.7% |
| Participant deferral / active EE | $3,561 | $2,696+32.1% | $3,609-1.3% | $3,332+6.9% |
| Admin fee / account holder | $4,681 | $3,585+30.6% | $4,906-4.6% | $4,645+0.8% |