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 | $24,767 | $96,305-74.3% | $80,569-69.3% | $139,434-82.2% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 15.07% | 1350.08%-1335.0pp | 935.43%-920.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,593 | $3,262-51.2% | $2,723-41.5% | $4,751-66.5% |
| Participant deferral / active EE | $1,940 | $5,232-62.9% | $4,447-56.4% | $6,710-71.1% |
| Admin fee / account holder | $4,750 | $6,599-28.0% | $5,377-11.7% | $11,403-58.3% |