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 | $21,902 | $74,888-70.8% | $71,209-69.2% | $142,382-84.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.47% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,176 | $2,854+11.3% | $2,721+16.7% | $4,299-26.1% |
| Participant deferral / active EE | $2,941 | $4,454-34.0% | $4,175-29.6% | $6,507-54.8% |
| Admin fee / account holder | $2,848 | $5,568-48.9% | $5,349-46.8% | $12,624-77.4% |