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 | $25,817 | $107,334-75.9% | $92,893-72.2% | $152,861-83.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.39% | 145.58%-129.2pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,997 | $4,221-29.0% | $3,653-17.9% | $4,762-37.1% |
| Participant deferral / active EE | $3,105 | $4,845-35.9% | $4,236-26.7% | $5,850-46.9% |
| Admin fee / account holder | $2,903 | $7,079-59.0% | $5,794-49.9% | $11,596-75.0% |