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 7-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 | $49,938 | $58,208-14.2% | $81,812-39.0% | $80,856-38.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 18.80% | 41.66%-22.9pp | 773.79%-755.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $6,536 | $2,340+179.3% | $2,912+124.4% | $2,755+137.3% |
| Participant deferral / active EE | $9,390 | $3,281+186.2% | $4,319+117.4% | $4,296+118.6% |
| Admin fee / account holder | $392 | $4,981-92.1% | $7,386-94.7% | $6,918-94.3% |