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 | $35,457 | $112,881-68.6% | $90,951-61.0% | $158,922-77.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.38% | 215.79%-200.4pp | 134.60%-119.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,485 | $2,893-48.7% | $2,122-30.0% | $4,761-68.8% |
| Participant deferral / active EE | $2,518 | $4,128-39.0% | $3,373-25.3% | $5,982-57.9% |
| Admin fee / account holder | $1,660 | $8,041-79.4% | $5,959-72.1% | $11,246-85.2% |