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 | $37,000 | $76,000-51.3% | $154,107-76.0% | $64,186-42.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.76% | 30.32%-21.6pp | 735.12%-726.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $3,050 | $3,351-9.0% | $5,298-42.4% | $2,381+28.1% |
| Participant deferral / active EE | $2,871 | $3,175-9.6% | $5,081-43.5% | $3,470-17.3% |
| Admin fee / account holder | $3,013 | $5,596-46.2% | $13,411-77.5% | $4,888-38.4% |