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 | $27,311 | $112,096-75.6% | $95,952-71.5% | $158,922-82.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.32% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,443 | $3,198-54.9% | $2,541-43.2% | $4,761-69.7% |
| Participant deferral / active EE | $3,091 | $4,784-35.4% | $4,167-25.8% | $5,982-48.3% |
| Admin fee / account holder | $2,007 | $10,130-80.2% | $6,795-70.5% | $11,246-82.2% |