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 | $34,774 | $53,127-34.5% | $86,590-59.8% | $70,131-50.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.32% | 27.66%-8.3pp | 964.84%-945.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $7,080 | $2,068+242.3% | $2,839+149.4% | $2,342+202.3% |
| Participant deferral / active EE | $3,036 | $2,696+12.6% | $3,609-15.9% | $3,332-8.9% |
| Admin fee / account holder | $3,501 | $3,585-2.3% | $4,906-28.6% | $4,645-24.6% |