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 | $23,992 | $99,020-75.8% | $86,590-72.3% | $147,584-83.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.28% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,898 | $3,132-7.5% | $2,839+2.1% | $4,876-40.6% |
| Participant deferral / active EE | $8,824 | $3,972+122.1% | $3,609+144.5% | $5,439+62.2% |
| Admin fee / account holder | $1,349 | $5,710-76.4% | $4,906-72.5% | $10,885-87.6% |