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 | $51,845 | $105,181-50.7% | $159,436-67.5% | $85,850-39.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.72% | 45.07%-22.3pp | 263.57%-240.8pp | 318.53%-295.8pp |
| Employer contribution / active EE | $1,988 | $3,318-40.1% | $4,829-58.8% | $2,565-22.5% |
| Participant deferral / active EE | $4,702 | $5,945-20.9% | $7,352-36.0% | $3,952+19.0% |
| Admin fee / account holder | $593 | $6,933-91.4% | $10,799-94.5% | $6,260-90.5% |