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 | $28,838 | $96,635-70.2% | $86,612-66.7% | $139,434-79.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.91% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,599 | $3,263-20.4% | $3,022-14.0% | $4,751-45.3% |
| Participant deferral / active EE | $3,694 | $4,836-23.6% | $4,438-16.8% | $6,710-45.0% |
| Admin fee / account holder | $783 | $6,408-87.8% | $5,614-86.0% | $11,403-93.1% |