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 | $23,934 | $70,756-66.2% | $65,493-63.5% | $142,382-83.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.59% | 1754.89%-1740.3pp | 982.45%-967.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $273 | $2,881-90.5% | $2,574-89.4% | $4,299-93.7% |
| Participant deferral / active EE | $17,749 | $4,637+282.7% | $3,961+348.1% | $6,507+172.8% |
| Admin fee / account holder | $11,123 | $6,559+69.6% | $5,028+121.2% | $12,624-11.9% |