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 | $25,871 | $56,114-53.9% | $96,139-73.1% | $85,850-69.9% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 54.14% | 42.30%+11.8pp | 191.94%-137.8pp | 318.53%-264.4pp |
| Employer contribution / active EE | $3,200 | $1,620+97.6% | $2,797+14.4% | $2,565+24.8% |
| Participant deferral / active EE | $5,717 | $2,859+99.9% | $4,349+31.5% | $3,952+44.7% |
| Admin fee / account holder | $1,058 | $3,768-71.9% | $5,537-80.9% | $6,260-83.1% |