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 | $38,123 | $78,705-51.6% | $117,854-67.7% | $70,131-45.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.45% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,567 | $2,223-29.5% | $3,786-58.6% | $2,342-33.1% |
| Participant deferral / active EE | $2,198 | $3,297-33.3% | $4,482-51.0% | $3,332-34.0% |
| Admin fee / account holder | $1,095 | $5,065-78.4% | $8,020-86.3% | $4,645-76.4% |