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 | $46,013 | $102,616-55.2% | $81,983-43.9% | $158,922-71.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 24.41% | 61.04%-36.6pp | 41.31%-16.9pp | 302.83%-278.4pp |
| Employer contribution / active EE | $13,181 | $3,240+306.8% | $2,498+427.7% | $4,761+176.8% |
| Participant deferral / active EE | $5,158 | $4,648+11.0% | $3,722+38.6% | $5,982-13.8% |
| Admin fee / account holder | $3,312 | $8,235-59.8% | $5,664-41.5% | $11,246-70.6% |