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 | $31,239 | $73,515-57.5% | $62,995-50.4% | $147,584-78.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.63% | 175.43%-162.8pp | 87.57%-74.9pp | 578.55%-565.9pp |
| Employer contribution / active EE | $4,361 | $3,320+31.3% | $2,759+58.1% | $4,876-10.6% |
| Participant deferral / active EE | $4,638 | $4,185+10.8% | $3,329+39.3% | $5,439-14.7% |
| Admin fee / account holder | $350 | $5,953-94.1% | $3,600-90.3% | $10,885-96.8% |