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 | $16,758 | $70,606-76.3% | $53,898-68.9% | $142,382-88.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.94% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,037 | $1,202-13.7% | $932+11.3% | $4,299-75.9% |
| Participant deferral / active EE | $3,892 | $2,364+64.6% | $1,826+113.1% | $6,507-40.2% |
| Admin fee / account holder | $1,058 | $2,852-62.9% | $2,491-57.5% | $12,624-91.6% |