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 | $26,312 | $107,334-75.5% | $92,893-71.7% | $152,861-82.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.35% | 145.58%-117.2pp | 109.41%-81.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,653 | $4,221-60.8% | $3,653-54.8% | $4,762-65.3% |
| Participant deferral / active EE | $3,476 | $4,845-28.3% | $4,236-17.9% | $5,850-40.6% |
| Admin fee / account holder | $1,213 | $7,079-82.9% | $5,794-79.1% | $11,596-89.5% |