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 | $23,601 | $86,891-72.8% | $142,449-83.4% | $75,163-68.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 13.57% | 23.31%-9.7pp | 19.99%-6.4pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,847-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,891 | $4,938-61.7% | $6,283-69.9% | $4,125-54.2% |
| Admin fee / account holder | $618 | $7,299-91.5% | $10,011-93.8% | $5,651-89.1% |