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 | $24,926 | $112,096-77.8% | $95,952-74.0% | $158,922-84.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.61% | 171.09%-163.5pp | 91.61%-84.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $3,432 | $3,198+7.3% | $2,541+35.1% | $4,761-27.9% |
| Participant deferral / active EE | $5,305 | $4,784+10.9% | $4,167+27.3% | $5,982-11.3% |
| Admin fee / account holder | $7,334 | $10,130-27.6% | $6,795+7.9% | $11,246-34.8% |