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 | $26,933 | $115,770-76.7% | $101,248-73.4% | $158,922-83.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.52% | 56.14%-46.6pp | 46.47%-37.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $11,447 | $4,175+174.2% | $3,660+212.8% | $4,761+140.4% |
| Participant deferral / active EE | $2,118 | $4,957-57.3% | $4,370-51.5% | $5,982-64.6% |
| Admin fee / account holder | $12,724 | $7,245+75.6% | $5,945+114.0% | $11,246+13.1% |