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 | $24,610 | $109,817-77.6% | $98,442-75.0% | $167,490-85.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.13% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $4,471 | $3,224+38.7% | $2,960+51.1% | $4,837-7.6% |
| Participant deferral / active EE | $4,634 | $4,673-0.8% | $4,276+8.4% | $6,341-26.9% |
| Admin fee / account holder | $1,834 | $6,753-72.8% | $5,949-69.2% | $12,309-85.1% |