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 | $28,541 | $98,750-71.1% | $149,696-80.9% | $79,858-64.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.15% | 27.43%-3.3pp | 276.60%-252.4pp | 31.71%-7.6pp |
| Employer contribution / active EE | $4,311 | $3,216+34.0% | $4,644-7.2% | $2,471+74.5% |
| Participant deferral / active EE | $5,560 | $5,680-2.1% | $6,842-18.7% | $3,740+48.7% |
| Admin fee / account holder | $2,438 | $6,053-59.7% | $9,309-73.8% | $5,306-54.1% |