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 | $23,573 | $176,377-86.6% | $134,143-82.4% | $158,922-85.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.16% | 63.63%-41.5pp | 36.33%-14.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,531 | $5,040-49.8% | $3,704-31.7% | $4,761-46.8% |
| Participant deferral / active EE | $6,915 | $4,091+69.0% | $3,499+97.6% | $5,982+15.6% |
| Admin fee / account holder | $3,300 | $8,718-62.1% | $6,684-50.6% | $11,246-70.7% |