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 | $16,891 | $39,798-57.6% | $67,711-75.1% | $59,632-71.7% |
| Participation rate | 81.7% | 57.4%+24.3pp | 67.5%+14.1pp | 68.7%+13.0pp |
| Annual return | 31.81% | 89.94%-58.1pp | 25.41%+6.4pp | 2041.28%-2009.5pp |
| Employer contribution / active EE | $1,995 | $1,393+43.2% | $2,559-22.0% | $2,203-9.4% |
| Participant deferral / active EE | $3,615 | $2,335+54.8% | $3,585+0.8% | $3,192+13.3% |
| Admin fee / account holder | $830 | $3,212-74.2% | $4,255-80.5% | $4,297-80.7% |