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 | $35,950 | $48,046-25.2% | $84,611-57.5% | $72,985-50.7% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 19.40% | 37.38%-18.0pp | 258.74%-239.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,346 | $1,602-16.0% | $2,652-49.3% | $2,440-44.8% |
| Participant deferral / active EE | $2,853 | $2,680+6.5% | $3,899-26.8% | $3,607-20.9% |
| Admin fee / account holder | $433 | $3,395-87.2% | $4,912-91.2% | $5,124-91.5% |