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 | $24,575 | $118,919-79.3% | $88,538-72.2% | $152,861-83.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 20.81% | 47.92%-27.1pp | 43.64%-22.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,354 | $2,669-49.3% | $2,098-35.5% | $4,762-71.6% |
| Participant deferral / active EE | $2,362 | $3,549-33.4% | $2,914-18.9% | $5,850-59.6% |
| Admin fee / account holder | $487 | $5,876-91.7% | $4,310-88.7% | $11,596-95.8% |