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 9-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 | $16,856 | $52,953-68.2% | $172,739-90.2% | $65,185-74.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.83% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,642 | $2,190-25.0% | $5,143-68.1% | $2,177-24.6% |
| Participant deferral / active EE | $3,939 | $2,471+59.4% | $5,198-24.2% | $3,514+12.1% |
| Admin fee / account holder | $329 | $472-30.3% | $13,954-97.6% | $847-61.2% |