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 | $38,667 | $118,680-67.4% | $98,907-60.9% | $158,922-75.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.26% | 372.35%-353.1pp | 196.43%-177.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,545 | $3,333-23.7% | $2,689-5.4% | $4,761-46.6% |
| Participant deferral / active EE | $5,235 | $5,088+2.9% | $4,244+23.3% | $5,982-12.5% |
| Admin fee / account holder | $453 | $10,131-95.5% | $6,642-93.2% | $11,246-96.0% |