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 | $29,839 | $108,919-72.6% | $100,391-70.3% | $145,922-79.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.66% | 57.88%-46.2pp | 49.20%-37.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,457 | $4,419-67.0% | $3,942-63.0% | $4,660-68.7% |
| Participant deferral / active EE | $2,649 | $8,445-68.6% | $8,082-67.2% | $6,688-60.4% |
| Admin fee / account holder | $4,430 | $9,689-54.3% | $7,899-43.9% | $13,397-66.9% |