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 | $20,657 | $77,899-73.5% | $149,673-86.2% | $75,163-72.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.27% | 31.72%-16.5pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,504 | $3,137-52.1% | $4,818-68.8% | $2,670-43.7% |
| Participant deferral / active EE | $2,019 | $3,411-40.8% | $5,680-64.5% | $4,125-51.1% |
| Admin fee / account holder | $457 | $5,956-92.3% | $13,210-96.5% | $5,651-91.9% |