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 | $38,410 | $48,230-20.4% | $67,502-43.1% | $80,856-52.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 19.96% | 18.28%+1.7pp | 3512.12%-3492.2pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,685 | $2,020-16.6% | $2,731-38.3% | $2,755-38.8% |
| Participant deferral / active EE | $2,501 | $2,924-14.5% | $4,000-37.5% | $4,296-41.8% |
| Admin fee / account holder | $2,250 | $3,681-38.9% | $3,998-43.7% | $6,918-67.5% |