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 | $24,266 | $165,984-85.4% | $164,813-85.3% | $145,922-83.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.20% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,936 | $5,273-44.3% | $4,341-32.4% | $4,660-37.0% |
| Participant deferral / active EE | $4,851 | $6,959-30.3% | $6,031-19.6% | $6,688-27.5% |
| Admin fee / account holder | $58,122 | $16,648+249.1% | $12,690+358.0% | $13,397+333.8% |