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 | $22,464 | $99,020-77.3% | $86,590-74.1% | $147,584-84.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.47% | 1312.34%-1295.9pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $506 | $3,132-83.8% | $2,839-82.2% | $4,876-89.6% |
| Participant deferral / active EE | $1,819 | $3,972-54.2% | $3,609-49.6% | $5,439-66.6% |
| Admin fee / account holder | $2,425 | $5,710-57.5% | $4,906-50.6% | $10,885-77.7% |