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 | $21,923 | $158,398-86.2% | $126,539-82.7% | $142,382-84.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.60% | 593.76%-575.2pp | 425.95%-407.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,384 | $4,650+15.8% | $3,674+46.6% | $4,299+25.2% |
| Participant deferral / active EE | $10,187 | $4,767+113.7% | $4,083+149.5% | $6,507+56.6% |
| Admin fee / account holder | $2,809 | $6,918-59.4% | $6,065-53.7% | $12,624-77.7% |