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 | $17,598 | $102,966-82.9% | $90,281-80.5% | $152,861-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.37% | 95.16%-75.8pp | 78.10%-58.7pp | 345.32%-326.0pp |
| Employer contribution / active EE | $408 | $3,139-87.0% | $2,854-85.7% | $4,762-91.4% |
| Participant deferral / active EE | $2,038 | $4,281-52.4% | $3,885-47.5% | $5,850-65.2% |
| Admin fee / account holder | $21,714 | $6,171+251.9% | $5,351+305.8% | $11,596+87.2% |