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 | $41,425 | $211,958-80.5% | $169,463-75.6% | $135,375-69.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.73% | 3.26%-2.5pp | 1.83%-1.1pp | 519.73%-519.0pp |
| Employer contribution / active EE | $10,805 | $5,120+111.1% | $4,159+159.8% | $4,779+126.1% |
| Participant deferral / active EE | $2,060 | $6,075-66.1% | $5,277-61.0% | $5,609-63.3% |
| Admin fee / account holder | $935 | $11,471-91.8% | $9,109-89.7% | $10,827-91.4% |