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 | $45,154 | $63,346-28.7% | $92,233-51.0% | $70,131-35.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.59% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,406 | $2,471-43.1% | $3,679-61.8% | $2,342-40.0% |
| Participant deferral / active EE | $7,113 | $2,854+149.2% | $3,897+82.5% | $3,332+113.5% |
| Admin fee / account holder | $390 | $3,840-89.9% | $5,194-92.5% | $4,645-91.6% |