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 | $36,727 | $102,966-64.3% | $90,281-59.3% | $152,861-76.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 38.51% | 95.16%-56.7pp | 78.10%-39.6pp | 345.32%-306.8pp |
| Employer contribution / active EE | $1,150 | $3,139-63.4% | $2,854-59.7% | $4,762-75.9% |
| Participant deferral / active EE | $7,579 | $4,281+77.0% | $3,885+95.1% | $5,850+29.6% |
| Admin fee / account holder | $406 | $6,171-93.4% | $5,351-92.4% | $11,596-96.5% |