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 | $34,307 | $72,492-52.7% | $87,100-60.6% | $72,985-53.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 51.44% | 24.46%+27.0pp | 28.19%+23.3pp | 81.00%-29.6pp |
| Employer contribution / active EE | $5,509 | $1,894+190.9% | $2,521+118.5% | $2,440+125.8% |
| Participant deferral / active EE | $4,171 | $3,270+27.6% | $4,049+3.0% | $3,607+15.6% |
| Admin fee / account holder | $1,154 | $5,055-77.2% | $7,497-84.6% | $5,124-77.5% |