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 | $20,909 | $58,694-64.4% | $142,863-85.4% | $85,850-75.6% |
| Participation rate | 98.6% | 58.5%+40.2pp | 71.9%+26.7pp | 69.3%+29.3pp |
| Annual return | 13.34% | 27.72%-14.4pp | 5637.54%-5624.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,148 | $1,423-19.3% | $4,144-72.3% | $2,565-55.2% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $595 | $4,239-86.0% | $6,560-90.9% | $6,260-90.5% |