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 | $22,941 | $85,202-73.1% | $172,739-86.7% | $72,985-68.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.67% | 27.32%-8.6pp | 802.84%-784.2pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,735 | $3,324-17.7% | $5,143-46.8% | $2,440+12.1% |
| Participant deferral / active EE | $2,899 | $3,260-11.1% | $5,198-44.2% | $3,607-19.6% |
| Admin fee / account holder | $2,502 | $5,884-57.5% | $13,954-82.1% | $5,124-51.2% |