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 | $39,116 | $112,096-65.1% | $95,952-59.2% | $158,922-75.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.20% | 171.09%-161.9pp | 91.61%-82.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,794 | $3,198-43.9% | $2,541-29.4% | $4,761-62.3% |
| Participant deferral / active EE | $2,374 | $4,784-50.4% | $4,167-43.0% | $5,982-60.3% |
| Admin fee / account holder | $13,453 | $10,130+32.8% | $6,795+98.0% | $11,246+19.6% |