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 | $28,858 | $129,217-77.7% | $93,406-69.1% | $158,922-81.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 10.14% | 118.21%-108.1pp | 78.05%-67.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,445 | $2,711-46.7% | $2,075-30.3% | $4,761-69.6% |
| Participant deferral / active EE | $2,111 | $3,909-46.0% | $3,126-32.5% | $5,982-64.7% |
| Admin fee / account holder | $3,556 | $7,383-51.8% | $5,230-32.0% | $11,246-68.4% |