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 | $38,825 | $129,217-70.0% | $93,406-58.4% | $158,922-75.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 11.65% | 118.21%-106.6pp | 78.05%-66.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $5,973 | $2,711+120.3% | $2,075+187.9% | $4,761+25.5% |
| Participant deferral / active EE | $2,550 | $3,909-34.8% | $3,126-18.4% | $5,982-57.4% |
| Admin fee / account holder | $857 | $7,383-88.4% | $5,230-83.6% | $11,246-92.4% |