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 | $21,917 | $99,020-77.9% | $86,590-74.7% | $147,584-85.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.24% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,957 | $3,132-37.5% | $2,839-31.1% | $4,876-59.9% |
| Participant deferral / active EE | $1,081 | $3,972-72.8% | $3,609-70.0% | $5,439-80.1% |
| Admin fee / account holder | $798 | $5,710-86.0% | $4,906-83.7% | $10,885-92.7% |