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 | $36,190 | $110,502-67.2% | $80,716-55.2% | $167,490-78.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.36% | 120.54%-107.2pp | 87.28%-73.9pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,427 | $1,543+57.4% | $1,160+109.2% | $4,837-49.8% |
| Participant deferral / active EE | $2,540 | $2,871-11.5% | $2,146+18.4% | $6,341-59.9% |
| Admin fee / account holder | $1,967 | $4,545-56.7% | $3,380-41.8% | $12,309-84.0% |