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 | $24,088 | $105,998-77.3% | $92,233-73.9% | $147,584-83.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.91% | 50.05%-34.1pp | 176.28%-160.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,614 | $4,333-62.8% | $3,679-56.1% | $4,876-66.9% |
| Participant deferral / active EE | $3,832 | $4,478-14.4% | $3,897-1.6% | $5,439-29.5% |
| Admin fee / account holder | $17,092 | $6,332+169.9% | $5,194+229.1% | $10,885+57.0% |