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 | $24,799 | $109,327-77.3% | $89,391-72.3% | $158,922-84.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.53% | 345.68%-324.1pp | 245.62%-224.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,571 | $3,170-50.4% | $2,586-39.2% | $4,761-67.0% |
| Participant deferral / active EE | $2,755 | $4,598-40.1% | $3,890-29.2% | $5,982-54.0% |
| Admin fee / account holder | $2,442 | $6,153-60.3% | $4,881-50.0% | $11,246-78.3% |