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 | $31,786 | $99,020-67.9% | $86,590-63.3% | $147,584-78.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.64% | 1312.34%-1286.7pp | 964.84%-939.2pp | 578.55%-552.9pp |
| Employer contribution / active EE | $439 | $3,132-86.0% | $2,839-84.5% | $4,876-91.0% |
| Participant deferral / active EE | $3,722 | $3,972-6.3% | $3,609+3.1% | $5,439-31.6% |
| Admin fee / account holder | $1,675 | $5,710-70.7% | $4,906-65.9% | $10,885-84.6% |