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 | $39,136 | $105,998-63.1% | $92,233-57.6% | $147,584-73.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.01% | 50.05%-24.0pp | 176.28%-150.3pp | 578.55%-552.5pp |
| Employer contribution / active EE | $8,812 | $4,333+103.4% | $3,679+139.5% | $4,876+80.7% |
| Participant deferral / active EE | $17,941 | $4,478+300.7% | $3,897+360.4% | $5,439+229.9% |
| Admin fee / account holder | $12,820 | $6,332+102.5% | $5,194+146.8% | $10,885+17.8% |