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 | $31,164 | $58,694-46.9% | $142,863-78.2% | $85,850-63.7% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 12.54% | 27.72%-15.2pp | 5637.54%-5625.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,850 | $2,607+47.7% | $3,837+0.3% | $3,952-2.6% |
| Admin fee / account holder | $5,198 | $4,239+22.6% | $6,560-20.8% | $6,260-17.0% |