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 | $27,374 | $112,096-75.6% | $95,952-71.5% | $158,922-82.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.58% | 171.09%-157.5pp | 91.61%-78.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,912 | $3,198-9.0% | $2,541+14.6% | $4,761-38.8% |
| Participant deferral / active EE | $2,214 | $4,784-53.7% | $4,167-46.9% | $5,982-63.0% |
| Admin fee / account holder | $1,633 | $10,130-83.9% | $6,795-76.0% | $11,246-85.5% |