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 | $41,910 | $65,375-35.9% | - | $152,861-72.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | - | 82.4%+17.6pp |
| Annual return | 16.53% | 27.96%-11.4pp | - | 345.32%-328.8pp |
| Employer contribution / active EE | $12,350 | $2,747+349.6% | - | $4,762+159.3% |
| Participant deferral / active EE | $3,112 | $4,110-24.3% | - | $5,850-46.8% |
| Admin fee / account holder | $8,190 | $4,607+77.8% | - | $11,596-29.4% |