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 | $35,138 | $102,317-65.7% | $146,958-76.1% | $80,856-56.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.92% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $6,130 | $3,713+65.1% | $4,933+24.3% | $2,755+122.5% |
| Participant deferral / active EE | $3,904 | $6,644-41.2% | $8,070-51.6% | $4,296-9.1% |
| Admin fee / account holder | $1,660 | $7,941-79.1% | $12,998-87.2% | $6,918-76.0% |