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 | $21,923 | $29,660-26.1% | $56,411-61.1% | $80,856-72.9% |
| Participation rate | 76.4% | 41.6%+34.7pp | 52.5%+23.9pp | 67.6%+8.7pp |
| Annual return | 14.94% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,507 | $669+125.1% | $1,039+45.1% | $2,755-45.3% |
| Participant deferral / active EE | $1,860 | $1,226+51.7% | $1,952-4.7% | $4,296-56.7% |
| Admin fee / account holder | $1,866 | $2,428-23.1% | $2,829-34.0% | $6,918-73.0% |