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 | $40,425 | $60,124-32.8% | $90,404-55.3% | $79,858-49.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.05% | 71.94%-52.9pp | 1293.02%-1274.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,310 | $2,068+60.1% | $3,262+1.5% | $2,471+34.0% |
| Participant deferral / active EE | $7,214 | $2,938+145.5% | $3,963+82.0% | $3,740+92.9% |
| Admin fee / account holder | $3,588 | $3,976-9.8% | $5,611-36.1% | $5,306-32.4% |