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 | $38,310 | $159,602-76.0% | $150,045-74.5% | $142,382-73.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.32% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $8,000 | $4,961+61.3% | $4,693+70.5% | $4,299+86.1% |
| Participant deferral / active EE | $7,796 | $8,310-6.2% | $7,997-2.5% | $6,507+19.8% |
| Admin fee / account holder | $1,680 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |