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 | $39,597 | $183,519-78.4% | $155,509-74.5% | $145,922-72.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.98% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,305 | $5,313-75.4% | $4,672-72.1% | $4,660-72.0% |
| Participant deferral / active EE | $2,807 | $6,462-56.6% | $5,626-50.1% | $6,688-58.0% |
| Admin fee / account holder | $2,891 | $19,313-85.0% | $15,912-81.8% | $13,397-78.4% |