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 9-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 | $30,484 | $58,208-47.6% | $81,812-62.7% | $80,856-62.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 18.01% | 41.66%-23.6pp | 773.79%-755.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,882 | $2,340+23.2% | $2,912-1.0% | $2,755+4.6% |
| Participant deferral / active EE | $4,440 | $3,281+35.3% | $4,319+2.8% | $4,296+3.4% |
| Admin fee / account holder | $768 | $4,981-84.6% | $7,386-89.6% | $6,918-88.9% |