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 | $35,747 | $107,334-66.7% | $92,893-61.5% | $152,861-76.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.68% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $6,132 | $4,221+45.3% | $3,653+67.9% | $4,762+28.8% |
| Participant deferral / active EE | $5,761 | $4,845+18.9% | $4,236+36.0% | $5,850-1.5% |
| Admin fee / account holder | $404 | $7,079-94.3% | $5,794-93.0% | $11,596-96.5% |