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 | $26,139 | $77,634-66.3% | $156,549-83.3% | $62,891-58.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.27% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $993 | $3,444-71.2% | $5,501-81.9% | $2,281-56.5% |
| Participant deferral / active EE | $1,398 | $3,045-54.1% | $4,871-71.3% | $3,203-56.4% |
| Admin fee / account holder | $419 | $5,561-92.5% | $13,027-96.8% | $4,296-90.2% |