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 | $31,643 | $96,635-67.3% | $86,612-63.5% | $139,434-77.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.50% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,147 | $3,263+27.1% | $3,022+37.2% | $4,751-12.7% |
| Participant deferral / active EE | $5,513 | $4,836+14.0% | $4,438+24.2% | $6,710-17.8% |
| Admin fee / account holder | $1,372 | $6,408-78.6% | $5,614-75.6% | $11,403-88.0% |