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 | $37,909 | $78,705-51.8% | $117,854-67.8% | $70,131-45.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 270.38% | 23.30%+247.1pp | 335.08%-64.7pp | 73.14%+197.2pp |
| Employer contribution / active EE | $1,369 | $2,223-38.4% | $3,786-63.9% | $2,342-41.6% |
| Participant deferral / active EE | $2,329 | $3,297-29.4% | $4,482-48.0% | $3,332-30.1% |
| Admin fee / account holder | $26,563 | $5,065+424.4% | $8,020+231.2% | $4,645+471.8% |