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 | $23,643 | $72,400-67.3% | $67,502-65.0% | $145,922-83.8% |
| Participation rate | 95.5% | 76.9%+18.6pp | 72.9%+22.6pp | 80.3%+15.2pp |
| Annual return | 17.14% | 7182.46%-7165.3pp | 3512.12%-3495.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $871 | $3,069-71.6% | $2,731-68.1% | $4,660-81.3% |
| Participant deferral / active EE | $2,500 | $4,783-47.7% | $4,000-37.5% | $6,688-62.6% |
| Admin fee / account holder | $1,335 | $5,539-75.9% | $3,998-66.6% | $13,397-90.0% |