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 | $32,121 | $99,079-67.6% | $77,999-58.8% | $273,961-88.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.51% | 217.93%-211.4pp | 425.96%-419.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,140 | $3,308-35.3% | $2,470-13.3% | $4,869-56.0% |
| Participant deferral / active EE | $5,311 | $4,306+23.3% | $3,497+51.9% | $5,287+0.4% |
| Admin fee / account holder | $2,298 | $8,954-74.3% | $5,480-58.1% | $10,132-77.3% |