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 | $28,127 | $111,724-74.8% | $93,606-70.0% | $145,922-80.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.84% | 202.98%-194.1pp | 133.20%-124.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,706 | $3,090-44.8% | $2,420-29.5% | $4,660-63.4% |
| Participant deferral / active EE | $6,171 | $4,912+25.6% | $4,411+39.9% | $6,688-7.7% |
| Admin fee / account holder | $22,669 | $10,250+121.2% | $8,285+173.6% | $13,397+69.2% |