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 | $40,256 | $84,233-52.2% | $170,442-76.4% | $70,131-42.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.26% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,635 | $3,387+7.3% | $5,433-33.1% | $2,342+55.2% |
| Participant deferral / active EE | $7,226 | $3,086+134.2% | $4,939+46.3% | $3,332+116.9% |
| Admin fee / account holder | $14,888 | $5,698+161.3% | $13,880+7.3% | $4,645+220.5% |