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 | $40,365 | $112,881-64.2% | $90,951-55.6% | $158,922-74.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.37% | 215.79%-206.4pp | 134.60%-125.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,875 | $2,893-35.2% | $2,122-11.6% | $4,761-60.6% |
| Participant deferral / active EE | $2,689 | $4,128-34.9% | $3,373-20.3% | $5,982-55.0% |
| Admin fee / account holder | $10,938 | $8,041+36.0% | $5,959+83.6% | $11,246-2.7% |