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 | $22,915 | $228,332-90.0% | $185,823-87.7% | $158,922-85.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.38% | 40.80%-32.4pp | 35.95%-27.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,950 | $4,967-40.6% | $4,087-27.8% | $4,761-38.1% |
| Participant deferral / active EE | $2,950 | $6,415-54.0% | $5,632-47.6% | $5,982-50.7% |
| Admin fee / account holder | $38,619 | $11,864+225.5% | $9,500+306.5% | $11,246+243.4% |