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 | $18,546 | $99,020-81.3% | $86,590-78.6% | $147,584-87.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.12% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $341 | $3,132-89.1% | $2,839-88.0% | $4,876-93.0% |
| Participant deferral / active EE | $4,484 | $3,972+12.9% | $3,609+24.3% | $5,439-17.5% |
| Admin fee / account holder | $8,387 | $5,710+46.9% | $4,906+71.0% | $10,885-22.9% |