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 | $52,215 | $63,346-17.6% | $92,233-43.4% | $70,131-25.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.21% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,733 | $2,471-29.9% | $3,679-52.9% | $2,342-26.0% |
| Participant deferral / active EE | $2,679 | $2,854-6.1% | $3,897-31.2% | $3,332-19.6% |
| Admin fee / account holder | $4,667 | $3,840+21.5% | $5,194-10.1% | $4,645+0.5% |