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 | $23,699 | $85,766-72.4% | $136,294-82.6% | $70,131-66.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.24% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,503 | $2,966-15.6% | $4,695-46.7% | $2,342+6.8% |
| Participant deferral / active EE | $4,277 | $5,051-15.3% | $6,247-31.5% | $3,332+28.4% |
| Admin fee / account holder | $5,988 | $5,420+10.5% | $9,243-35.2% | $4,645+28.9% |