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 | $21,831 | $57,281-61.9% | $86,612-74.8% | $75,163-71.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.76% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,878 | $2,314-18.9% | $3,022-37.9% | $2,670-29.7% |
| Participant deferral / active EE | $2,321 | $3,318-30.0% | $4,438-47.7% | $4,125-43.7% |
| Admin fee / account holder | $434 | $4,112-89.4% | $5,614-92.3% | $5,651-92.3% |