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 | $54,419 | $107,934-49.6% | $91,989-40.8% | $152,861-64.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.48% | 89.24%-65.8pp | 69.02%-45.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,524 | $4,210-63.8% | $3,452-55.9% | $4,762-68.0% |
| Participant deferral / active EE | $4,046 | $6,364-36.4% | $5,923-31.7% | $5,850-30.8% |
| Admin fee / account holder | $413 | $10,520-96.1% | $7,743-94.7% | $11,596-96.4% |