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 | $22,301 | $105,998-79.0% | $92,233-75.8% | $147,584-84.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.83% | 50.05%-34.2pp | 176.28%-160.5pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,568 | $4,333-63.8% | $3,679-57.4% | $4,876-67.9% |
| Participant deferral / active EE | $4,134 | $4,478-7.7% | $3,897+6.1% | $5,439-24.0% |
| Admin fee / account holder | $726 | $6,332-88.5% | $5,194-86.0% | $10,885-93.3% |