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 | $21,847 | $115,770-81.1% | $101,248-78.4% | $158,922-86.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.88% | 56.14%-45.3pp | 46.47%-35.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,014 | $4,175-27.8% | $3,660-17.6% | $4,761-36.7% |
| Participant deferral / active EE | $3,925 | $4,957-20.8% | $4,370-10.2% | $5,982-34.4% |
| Admin fee / account holder | $6,469 | $7,245-10.7% | $5,945+8.8% | $11,246-42.5% |