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 | $34,373 | $154,117-77.7% | $129,995-73.6% | $139,434-75.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.26% | 32.48%-12.2pp | -137.18%+157.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $8,815 | $5,289+66.7% | $4,320+104.1% | $4,751+85.5% |
| Participant deferral / active EE | $4,313 | $6,710-35.7% | $5,820-25.9% | $6,710-35.7% |
| Admin fee / account holder | $2,249 | $14,007-83.9% | $10,614-78.8% | $11,403-80.3% |