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 | $34,950 | $96,635-63.8% | $86,612-59.6% | $139,434-74.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.11% | 106.41%-83.3pp | 591.07%-568.0pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,894 | $3,263+19.3% | $3,022+28.8% | $4,751-18.0% |
| Participant deferral / active EE | $6,219 | $4,836+28.6% | $4,438+40.1% | $6,710-7.3% |
| Admin fee / account holder | $22,756 | $6,408+255.1% | $5,614+305.3% | $11,403+99.6% |