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 | $50,804 | $96,484-47.3% | $75,886-33.1% | $152,861-66.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 16.18% | 33.98%-17.8pp | 30.76%-14.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $6,500 | $3,309+96.4% | $2,500+160.0% | $4,762+36.5% |
| Participant deferral / active EE | $5,092 | $4,553+11.8% | $3,603+41.3% | $5,850-13.0% |
| Admin fee / account holder | $18,669 | $8,078+131.1% | $5,418+244.5% | $11,596+61.0% |