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 | $24,055 | $158,398-84.8% | $126,539-81.0% | $142,382-83.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.41% | 593.76%-575.3pp | 425.95%-407.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,166 | $4,650-31.9% | $3,674-13.8% | $4,299-26.4% |
| Participant deferral / active EE | $2,796 | $4,767-41.3% | $4,083-31.5% | $6,507-57.0% |
| Admin fee / account holder | $4,894 | $6,918-29.3% | $6,065-19.3% | $12,624-61.2% |