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 | $31,396 | $108,642-71.1% | $74,701-58.0% | $152,861-79.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 16.95% | 114.06%-97.1pp | 752.92%-736.0pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,179 | $1,503+45.0% | $1,084+101.1% | $4,762-54.2% |
| Participant deferral / active EE | $3,423 | $2,712+26.2% | $1,964+74.3% | $5,850-41.5% |
| Admin fee / account holder | $460 | $4,902-90.6% | $3,333-86.2% | $11,596-96.0% |