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 | $48,574 | $124,319-60.9% | $111,297-56.4% | $167,490-71.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.49% | 37.44%-25.9pp | 54.65%-43.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $5,000 | $3,435+45.5% | $2,731+83.1% | $4,837+3.4% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $652 | $10,618-93.9% | $7,964-91.8% | $12,309-94.7% |