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 | $23,814 | $84,695-71.9% | $73,843-67.8% | $125,391-81.0% |
| Participation rate | 93.3% | 76.8%+16.6pp | 73.4%+19.9pp | 83.2%+10.1pp |
| Annual return | 0.59% | 3123.53%-3122.9pp | 2267.84%-2267.3pp | 282.22%-281.6pp |
| Employer contribution / active EE | $2,969 | $3,123-4.9% | $2,787+6.5% | $4,866-39.0% |
| Participant deferral / active EE | $4,350 | $3,992+9.0% | $3,583+21.4% | $5,352-18.7% |
| Admin fee / account holder | $1,500 | $5,691-73.6% | $4,880-69.3% | $9,540-84.3% |