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 | $26,464 | $45,152-41.4% | $73,843-64.2% | $59,632-55.6% |
| Participation rate | 97.6% | 64.0%+33.6pp | 73.4%+24.1pp | 68.7%+28.9pp |
| Annual return | 1.51% | 27.40%-25.9pp | 2267.84%-2266.3pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $3,045 | $1,902+60.1% | $2,787+9.3% | $2,203+38.3% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $964 | $3,516-72.6% | $4,880-80.2% | $4,297-77.6% |