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 | $21,989 | $52,406-58.0% | $129,207-83.0% | $74,495-70.5% |
| Participation rate | 80.4% | 53.8%+26.6pp | 69.6%+10.8pp | 67.2%+13.2pp |
| Annual return | 12.21% | 15.66%-3.4pp | 9417.33%-9405.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $983 | $1,531-35.8% | $4,153-76.3% | $2,623-62.5% |
| Participant deferral / active EE | $909 | $2,794-67.5% | $4,168-78.2% | $4,346-79.1% |
| Admin fee / account holder | $2,767 | $2,633+5.1% | $7,715-64.1% | $1,942+42.5% |