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 | $22,936 | $96,635-76.3% | $86,612-73.5% | $139,434-83.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.07% | 106.41%-94.3pp | 591.07%-579.0pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,227 | $3,263-31.7% | $3,022-26.3% | $4,751-53.1% |
| Participant deferral / active EE | $3,548 | $4,836-26.6% | $4,438-20.1% | $6,710-47.1% |
| Admin fee / account holder | $21,634 | $6,408+237.6% | $5,614+285.3% | $11,403+89.7% |