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 | $29,465 | $109,817-73.2% | $98,442-70.1% | $167,490-82.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.65% | 1956.69%-1941.0pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,708 | $3,224-47.0% | $2,960-42.3% | $4,837-64.7% |
| Participant deferral / active EE | $5,614 | $4,673+20.1% | $4,276+31.3% | $6,341-11.5% |
| Admin fee / account holder | $16,519 | $6,753+144.6% | $5,949+177.7% | $12,309+34.2% |