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 | $30,397 | $96,635-68.5% | $86,612-64.9% | $139,434-78.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.67% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,130 | $3,263-34.7% | $3,022-29.5% | $4,751-55.2% |
| Participant deferral / active EE | $5,148 | $4,836+6.5% | $4,438+16.0% | $6,710-23.3% |
| Admin fee / account holder | $4,892 | $6,408-23.7% | $5,614-12.9% | $11,403-57.1% |