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 | $32,160 | $85,202-62.3% | $172,739-81.4% | $72,985-55.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.48% | 27.32%-10.8pp | 802.84%-786.4pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,466 | $3,324-55.9% | $5,143-71.5% | $2,440-39.9% |
| Participant deferral / active EE | $5,245 | $3,260+60.9% | $5,198+0.9% | $3,607+45.4% |
| Admin fee / account holder | $13,467 | $5,884+128.9% | $13,954-3.5% | $5,124+162.8% |