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 | $30,656 | $84,233-63.6% | $170,442-82.0% | $70,131-56.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 87.42% | 23.06%+64.4pp | 205.93%-118.5pp | 73.14%+14.3pp |
| Employer contribution / active EE | $7,629 | $3,387+125.2% | $5,433+40.4% | $2,342+225.7% |
| Participant deferral / active EE | $4,606 | $3,086+49.3% | $4,939-6.8% | $3,332+38.2% |
| Admin fee / account holder | $2,426 | $5,698-57.4% | $13,880-82.5% | $4,645-47.8% |