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 | $24,894 | $77,314-67.8% | $177,989-86.0% | $80,856-69.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.96% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,117 | $2,292-7.6% | $3,949-46.4% | $2,755-23.1% |
| Participant deferral / active EE | $2,813 | $4,411-36.2% | $6,276-55.2% | $4,296-34.5% |
| Admin fee / account holder | $332 | $7,191-95.4% | $10,363-96.8% | $6,918-95.2% |