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 | $20,974 | $83,902-75.0% | $167,512-87.5% | $84,808-75.3% |
| Participation rate | 97.8% | 66.5%+31.4pp | 77.1%+20.8pp | 68.3%+29.5pp |
| Annual return | 15.18% | 91.55%-76.4pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,222 | $2,264-46.0% | $3,882-68.5% | $2,631-53.5% |
| Participant deferral / active EE | $4,713 | $4,442+6.1% | $6,405-26.4% | $4,212+11.9% |
| Admin fee / account holder | $2,989 | $7,915-62.2% | $9,769-69.4% | $7,344-59.3% |