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 | $26,972 | $65,409-58.8% | $98,442-72.6% | $85,850-68.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.67% | 21.76%-5.1pp | 1492.73%-1476.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,253 | $2,168-42.2% | $2,960-57.7% | $2,565-51.1% |
| Participant deferral / active EE | $2,063 | $3,166-34.8% | $4,276-51.8% | $3,952-47.8% |
| Admin fee / account holder | $391 | $4,593-91.5% | $5,949-93.4% | $6,260-93.8% |