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 | $25,251 | $121,625-79.2% | $104,607-75.9% | $158,922-84.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.04% | 465.26%-448.2pp | 340.46%-323.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,981 | $3,163-37.4% | $2,681-26.1% | $4,761-58.4% |
| Participant deferral / active EE | $3,126 | $4,177-25.2% | $3,740-16.4% | $5,982-47.7% |
| Admin fee / account holder | $1,105 | $7,787-85.8% | $6,473-82.9% | $11,246-90.2% |