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 | $23,131 | $65,041-64.4% | $90,951-74.6% | $79,858-71.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 66.46% | 30.45%+36.0pp | 134.60%-68.1pp | 31.71%+34.7pp |
| Employer contribution / active EE | $1,297 | $1,247+4.0% | $2,122-38.9% | $2,471-47.5% |
| Participant deferral / active EE | $3,036 | $2,512+20.9% | $3,373-10.0% | $3,740-18.8% |
| Admin fee / account holder | $603 | $4,536-86.7% | $5,959-89.9% | $5,306-88.6% |