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 | $25,636 | $83,902-69.4% | $167,512-84.7% | $84,808-69.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.30% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,474 | $2,264+9.3% | $3,882-36.3% | $2,631-6.0% |
| Participant deferral / active EE | $3,424 | $4,442-22.9% | $6,405-46.5% | $4,212-18.7% |
| Admin fee / account holder | $2,306 | $7,915-70.9% | $9,769-76.4% | $7,344-68.6% |