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 | $19,301 | $110,502-82.5% | $80,716-76.1% | $167,490-88.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.55% | 120.54%-108.0pp | 87.28%-74.7pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,244 | $1,543-19.3% | $1,160+7.3% | $4,837-74.3% |
| Participant deferral / active EE | $1,536 | $2,871-46.5% | $2,146-28.4% | $6,341-75.8% |
| Admin fee / account holder | $629 | $4,545-86.2% | $3,380-81.4% | $12,309-94.9% |