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 | $28,131 | $100,852-72.1% | $90,404-68.9% | $158,922-82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.31% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $5,073 | $3,689+37.5% | $3,262+55.5% | $4,761+6.6% |
| Participant deferral / active EE | $4,253 | $4,348-2.2% | $3,963+7.3% | $5,982-28.9% |
| Admin fee / account holder | $11,915 | $6,501+83.3% | $5,611+112.4% | $11,246+5.9% |