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 | $33,006 | $217,402-84.8% | $185,823-82.2% | $167,490-80.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.91% | 148.36%-138.4pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,489 | $5,873-74.6% | $5,167-71.2% | $4,837-69.2% |
| Participant deferral / active EE | $2,528 | $6,356-60.2% | $5,568-54.6% | $6,341-60.1% |
| Admin fee / account holder | $26,398 | $19,811+33.3% | $16,237+62.6% | $12,309+114.5% |