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 | $33,307 | $58,208-42.8% | $81,812-59.3% | $80,856-58.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.55% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,597 | $2,340+11.0% | $2,912-10.8% | $2,755-5.7% |
| Participant deferral / active EE | $2,967 | $3,281-9.6% | $4,319-31.3% | $4,296-30.9% |
| Admin fee / account holder | $380 | $4,981-92.4% | $7,386-94.8% | $6,918-94.5% |