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 | $22,630 | $53,127-57.4% | $86,590-73.9% | $70,131-67.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 28.39% | 27.66%+0.7pp | 964.84%-936.5pp | 73.14%-44.8pp |
| Employer contribution / active EE | $4,026 | $2,068+94.7% | $2,839+41.8% | $2,342+71.9% |
| Participant deferral / active EE | $4,139 | $2,696+53.5% | $3,609+14.7% | $3,332+24.2% |
| Admin fee / account holder | $460 | $3,585-87.2% | $4,906-90.6% | $4,645-90.1% |