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 | $42,898 | $65,409-34.4% | $98,442-56.4% | $85,850-50.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.15% | 21.76%-9.6pp | 1492.73%-1480.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $3,489 | $2,168+60.9% | $2,960+17.9% | $2,565+36.0% |
| Participant deferral / active EE | $8,216 | $3,166+159.5% | $4,276+92.1% | $3,952+107.9% |
| Admin fee / account holder | $16,419 | $4,593+257.5% | $5,949+176.0% | $6,260+162.3% |