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 8-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 | $21,831 | $115,770-81.1% | $101,248-78.4% | $158,922-86.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.69% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,235 | $4,175-46.5% | $3,660-38.9% | $4,761-53.1% |
| Participant deferral / active EE | $4,633 | $4,957-6.5% | $4,370+6.0% | $5,982-22.6% |
| Admin fee / account holder | $5,212 | $7,245-28.1% | $5,945-12.3% | $11,246-53.7% |