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 | $34,388 | $58,208-40.9% | $81,812-58.0% | $80,856-57.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.96% | 41.66%-24.7pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,316 | $2,340-1.0% | $2,912-20.5% | $2,755-15.9% |
| Participant deferral / active EE | $5,307 | $3,281+61.8% | $4,319+22.9% | $4,296+23.6% |
| Admin fee / account holder | $1,503 | $4,981-69.8% | $7,386-79.6% | $6,918-78.3% |