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 | $16,195 | $107,334-84.9% | $92,893-82.6% | $152,861-89.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.25% | 145.58%-121.3pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,592 | $4,221-14.9% | $3,653-1.7% | $4,762-24.6% |
| Participant deferral / active EE | $8,295 | $4,845+71.2% | $4,236+95.8% | $5,850+41.8% |
| Admin fee / account holder | $14,313 | $7,079+102.2% | $5,794+147.0% | $11,596+23.4% |