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 | $38,199 | $53,516-28.6% | $126,539-69.8% | $84,808-55.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.09% | 58.34%-42.2pp | 425.95%-409.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,187 | $1,535+42.5% | $3,674-40.5% | $2,631-16.9% |
| Participant deferral / active EE | $2,287 | $2,671-14.4% | $4,083-44.0% | $4,212-45.7% |
| Admin fee / account holder | $517 | $4,497-88.5% | $6,065-91.5% | $7,344-93.0% |