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 | $25,740 | $176,377-85.4% | $134,143-80.8% | $158,922-83.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.99% | 63.63%-44.6pp | 36.33%-17.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,266 | $5,040-35.2% | $3,704-11.8% | $4,761-31.4% |
| Participant deferral / active EE | $8,455 | $4,091+106.7% | $3,499+141.7% | $5,982+41.3% |
| Admin fee / account holder | $3,491 | $8,718-60.0% | $6,684-47.8% | $11,246-69.0% |