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 | $31,643 | $82,630-61.7% | $64,105-50.6% | $125,391-74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 7.00% | 1489.72%-1482.7pp | 791.24%-784.2pp | 282.22%-275.2pp |
| Employer contribution / active EE | $4,333 | $2,671+62.2% | $1,820+138.1% | $4,866-11.0% |
| Participant deferral / active EE | $11,054 | $3,608+206.3% | $2,822+291.8% | $5,352+106.6% |
| Admin fee / account holder | $712 | $6,382-88.8% | $4,499-84.2% | $9,540-92.5% |