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 | $24,140 | $73,515-67.2% | $62,995-61.7% | $147,584-83.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.38% | 175.43%-160.0pp | 87.57%-72.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,652 | $3,320-50.2% | $2,759-40.1% | $4,876-66.1% |
| Participant deferral / active EE | $1,645 | $4,185-60.7% | $3,329-50.6% | $5,439-69.8% |
| Admin fee / account holder | $603 | $5,953-89.9% | $3,600-83.3% | $10,885-94.5% |