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 | $27,075 | $100,852-73.2% | $90,404-70.1% | $158,922-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.87% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,731 | $3,689-53.1% | $3,262-46.9% | $4,761-63.6% |
| Participant deferral / active EE | $4,316 | $4,348-0.7% | $3,963+8.9% | $5,982-27.9% |
| Admin fee / account holder | $1,594 | $6,501-75.5% | $5,611-71.6% | $11,246-85.8% |