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 | $33,932 | $176,377-80.8% | $134,143-74.7% | $158,922-78.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.44% | 63.63%-52.2pp | 36.33%-24.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,616 | $5,040-48.1% | $3,704-29.4% | $4,761-45.1% |
| Participant deferral / active EE | $3,245 | $4,091-20.7% | $3,499-7.3% | $5,982-45.8% |
| Admin fee / account holder | $31,532 | $8,718+261.7% | $6,684+371.7% | $11,246+180.4% |