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 | $26,121 | $112,096-76.7% | $95,952-72.8% | $158,922-83.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.48% | 171.09%-160.6pp | 91.61%-81.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,874 | $3,198-41.4% | $2,541-26.2% | $4,761-60.6% |
| Participant deferral / active EE | $2,621 | $4,784-45.2% | $4,167-37.1% | $5,982-56.2% |
| Admin fee / account holder | $549 | $10,130-94.6% | $6,795-91.9% | $11,246-95.1% |