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 4-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 | $19,824 | $61,774-67.9% | $97,226-79.6% | $80,856-75.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 11.44% | -557.90%+569.3pp | 75.13%-63.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,437 | $1,837+32.7% | $2,729-10.7% | $2,755-11.5% |
| Participant deferral / active EE | $5,530 | $3,029+82.6% | $4,264+29.7% | $4,296+28.7% |
| Admin fee / account holder | $766 | $5,166-85.2% | $5,654-86.5% | $6,918-88.9% |