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 | $23,128 | $65,409-64.6% | $98,442-76.5% | $85,850-73.1% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 16.13% | 21.76%-5.6pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $8,441 | $2,168+289.4% | $2,960+185.2% | $2,565+229.1% |
| Participant deferral / active EE | $892 | $3,166-71.8% | $4,276-79.1% | $3,952-77.4% |
| Admin fee / account holder | $799 | $4,593-82.6% | $5,949-86.6% | $6,260-87.2% |