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 | $41,470 | $99,652-58.4% | $78,778-47.4% | $147,584-71.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.39% | 47.28%-30.9pp | 35.62%-19.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,979 | $2,796+6.5% | $1,986+50.0% | $4,876-38.9% |
| Participant deferral / active EE | $8,583 | $3,664+134.3% | $2,958+190.1% | $5,439+57.8% |
| Admin fee / account holder | $2,762 | $7,155-61.4% | $5,134-46.2% | $10,885-74.6% |