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 | $25,963 | $53,127-51.1% | $86,590-70.0% | $70,131-63.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 22.82% | 27.66%-4.8pp | 964.84%-942.0pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,994 | $2,068-3.6% | $2,839-29.8% | $2,342-14.9% |
| Participant deferral / active EE | $3,342 | $2,696+24.0% | $3,609-7.4% | $3,332+0.3% |
| Admin fee / account holder | $908 | $3,585-74.7% | $4,906-81.5% | $4,645-80.5% |