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 | $38,439 | $100,041-61.6% | $149,718-74.3% | $70,131-45.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.27% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,477 | $3,662-32.3% | $5,445-54.5% | $2,342+5.8% |
| Participant deferral / active EE | $5,013 | $4,983+0.6% | $6,569-23.7% | $3,332+50.5% |
| Admin fee / account holder | $4,456 | $8,286-46.2% | $11,283-60.5% | $4,645-4.1% |