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 | $39,459 | $89,355-55.8% | $141,162-72.0% | $72,985-45.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.40% | 111.85%-86.4pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $6,076 | $3,114+95.1% | $4,735+28.3% | $2,440+149.0% |
| Participant deferral / active EE | $4,233 | $5,418-21.9% | $6,709-36.9% | $3,607+17.3% |
| Admin fee / account holder | $2,606 | $5,958-56.3% | $10,261-74.6% | $5,124-49.1% |