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 | $34,361 | $78,705-56.3% | $117,854-70.8% | $70,131-51.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.77% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,000 | $2,223-10.0% | $3,786-47.2% | $2,342-14.6% |
| Participant deferral / active EE | $4,703 | $3,297+42.6% | $4,482+4.9% | $3,332+41.2% |
| Admin fee / account holder | $3,517 | $5,065-30.6% | $8,020-56.1% | $4,645-24.3% |