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 | $25,804 | $105,859-75.6% | $90,160-71.4% | $147,584-82.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.39% | 37.63%-19.2pp | 34.88%-16.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $7,239 | $4,126+75.4% | $3,318+118.2% | $4,876+48.5% |
| Participant deferral / active EE | $7,301 | $5,733+27.3% | $5,288+38.1% | $5,439+34.2% |
| Admin fee / account holder | $1,598 | $8,046-80.1% | $5,943-73.1% | $10,885-85.3% |