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 | $32,482 | $70,606-54.0% | $53,898-39.7% | $142,382-77.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.45% | 619.81%-604.4pp | 528.60%-513.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,583 | $1,202+447.6% | $932+606.3% | $4,299+53.1% |
| Participant deferral / active EE | $2,545 | $2,364+7.7% | $1,826+39.3% | $6,507-60.9% |
| Admin fee / account holder | $2,268 | $2,852-20.5% | $2,491-8.9% | $12,624-82.0% |