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 | $28,938 | $102,317-71.7% | $146,958-80.3% | $80,856-64.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.52% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,774 | $3,713-52.2% | $4,933-64.0% | $2,755-35.6% |
| Participant deferral / active EE | $2,775 | $6,644-58.2% | $8,070-65.6% | $4,296-35.4% |
| Admin fee / account holder | $742 | $7,941-90.7% | $12,998-94.3% | $6,918-89.3% |