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 | $29,027 | $158,398-81.7% | $126,539-77.1% | $142,382-79.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.48% | 593.76%-581.3pp | 425.95%-413.5pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,141 | $4,650-75.5% | $3,674-68.9% | $4,299-73.5% |
| Participant deferral / active EE | $6,800 | $4,767+42.7% | $4,083+66.6% | $6,507+4.5% |
| Admin fee / account holder | $1,057 | $6,918-84.7% | $6,065-82.6% | $12,624-91.6% |