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 | $26,183 | $81,632-67.9% | $70,449-62.8% | $158,922-83.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.69% | 208.40%-197.7pp | 109.03%-98.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,608 | $3,217-18.9% | $2,737-4.7% | $4,761-45.2% |
| Participant deferral / active EE | $5,060 | $4,554+11.1% | $3,709+36.4% | $5,982-15.4% |
| Admin fee / account holder | $9,174 | $6,193+48.1% | $3,845+138.6% | $11,246-18.4% |