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 | $21,657 | $121,625-82.2% | $104,607-79.3% | $158,922-86.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.61% | 465.26%-453.6pp | 340.46%-328.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,459 | $3,163-22.2% | $2,681-8.3% | $4,761-48.3% |
| Participant deferral / active EE | $2,480 | $4,177-40.6% | $3,740-33.7% | $5,982-58.5% |
| Admin fee / account holder | $58,081 | $7,787+645.9% | $6,473+797.3% | $11,246+416.5% |