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 | $34,105 | $95,416-64.3% | $185,823-81.6% | $85,850-60.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.18% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,594 | $3,314-51.9% | $5,167-69.2% | $2,565-37.9% |
| Participant deferral / active EE | $3,044 | $3,423-11.1% | $5,568-45.3% | $3,952-23.0% |
| Admin fee / account holder | $572 | $7,213-92.1% | $16,237-96.5% | $6,260-90.9% |