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 | $22,390 | $63,346-64.7% | $92,233-75.7% | $70,131-68.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.08% | 530.12%-507.0pp | 176.28%-153.2pp | 73.14%-50.1pp |
| Employer contribution / active EE | $2,169 | $2,471-12.2% | $3,679-41.1% | $2,342-7.4% |
| Participant deferral / active EE | $3,410 | $2,854+19.5% | $3,897-12.5% | $3,332+2.4% |
| Admin fee / account holder | $1,085 | $3,840-71.7% | $5,194-79.1% | $4,645-76.6% |