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 | $39,886 | $138,065-71.1% | $123,544-67.7% | $135,375-70.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.11% | 153.68%-148.6pp | 119.20%-114.1pp | 519.73%-514.6pp |
| Employer contribution / active EE | $7,726 | $5,151+50.0% | $4,628+66.9% | $4,779+61.7% |
| Participant deferral / active EE | $10,752 | $6,799+58.1% | $6,426+67.3% | $5,609+91.7% |
| Admin fee / account holder | $586 | $10,916-94.6% | $9,284-93.7% | $10,827-94.6% |