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 | $26,106 | $150,187-82.6% | $120,354-78.3% | $145,922-82.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.41% | 154.07%-140.7pp | 107.15%-93.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,367 | $4,348+0.4% | $3,463+26.1% | $4,660-6.3% |
| Participant deferral / active EE | $3,037 | $6,173-50.8% | $4,991-39.2% | $6,688-54.6% |
| Admin fee / account holder | $788 | $12,207-93.5% | $9,423-91.6% | $13,397-94.1% |