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 | $25,101 | $175,202-85.7% | $149,673-83.2% | $139,434-82.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.69% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,563 | $5,474-53.2% | $4,818-46.8% | $4,751-46.1% |
| Participant deferral / active EE | $11,217 | $6,519+72.1% | $5,680+97.5% | $6,710+67.2% |
| Admin fee / account holder | $8,077 | $16,150-50.0% | $13,210-38.9% | $11,403-29.2% |