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 | $10,374 | $108,642-90.5% | $74,701-86.1% | $152,861-93.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.12% | 114.06%-91.9pp | 752.92%-730.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,320 | $1,503-12.2% | $1,084+21.8% | $4,762-72.3% |
| Participant deferral / active EE | $2,237 | $2,712-17.5% | $1,964+13.9% | $5,850-61.8% |
| Admin fee / account holder | $489 | $4,902-90.0% | $3,333-85.3% | $11,596-95.8% |