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 | $26,672 | $112,096-76.2% | $95,952-72.2% | $158,922-83.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.79% | 171.09%-154.3pp | 91.61%-74.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,080 | $3,198-3.7% | $2,541+21.2% | $4,761-35.3% |
| Participant deferral / active EE | $5,537 | $4,784+15.7% | $4,167+32.9% | $5,982-7.4% |
| Admin fee / account holder | $2,594 | $10,130-74.4% | $6,795-61.8% | $11,246-76.9% |