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 | $32,381 | $165,912-80.5% | $122,332-73.5% | $147,584-78.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.25% | 34.55%-17.3pp | 30.27%-13.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,520 | $5,754-38.8% | $4,050-13.1% | $4,876-27.8% |
| Participant deferral / active EE | $10,750 | $4,005+168.4% | $3,287+227.1% | $5,439+97.7% |
| Admin fee / account holder | $1,169 | $7,424-84.3% | $5,478-78.7% | $10,885-89.3% |