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 | $38,527 | $74,888-48.6% | $71,209-45.9% | $142,382-72.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.31% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,757 | $2,854-3.4% | $2,721+1.3% | $4,299-35.9% |
| Participant deferral / active EE | $9,574 | $4,454+114.9% | $4,175+129.3% | $6,507+47.1% |
| Admin fee / account holder | $466 | $5,568-91.6% | $5,349-91.3% | $12,624-96.3% |