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 | $25,629 | $27,915-8.2% | $58,482-56.2% | $75,163-65.9% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 44.47% | 44.20%+0.3pp | 4239.32%-4194.8pp | 160.62%-116.2pp |
| Employer contribution / active EE | $991 | $669+48.1% | $1,053-5.9% | $2,670-62.9% |
| Participant deferral / active EE | $1,404 | $1,201+16.9% | $1,924-27.0% | $4,125-66.0% |
| Admin fee / account holder | $9,022 | $1,726+422.8% | $2,516+258.6% | $5,651+59.6% |