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 | $38,554 | $107,015-64.0% | $73,545-47.6% | $147,584-73.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.15% | 38.25%-22.1pp | -15.16%+31.3pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,800 | $1,760+286.3% | $1,219+457.8% | $4,876+39.4% |
| Participant deferral / active EE | $6,120 | $2,462+148.6% | $1,806+238.9% | $5,439+12.5% |
| Admin fee / account holder | $2,386 | $3,055-21.9% | $2,320+2.9% | $10,885-78.1% |