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 | $29,492 | $96,635-69.5% | $86,612-65.9% | $139,434-78.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 34.18% | 106.41%-72.2pp | 591.07%-556.9pp | 372.94%-338.8pp |
| Employer contribution / active EE | $2,237 | $3,263-31.5% | $3,022-26.0% | $4,751-52.9% |
| Participant deferral / active EE | $3,526 | $4,836-27.1% | $4,438-20.5% | $6,710-47.5% |
| Admin fee / account holder | $1,804 | $6,408-71.8% | $5,614-67.9% | $11,403-84.2% |