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 | $21,068 | $110,502-80.9% | $80,716-73.9% | $167,490-87.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 15.97% | 120.54%-104.6pp | 87.28%-71.3pp | 478.56%-462.6pp |
| Employer contribution / active EE | $755 | $1,543-51.1% | $1,160-34.9% | $4,837-84.4% |
| Participant deferral / active EE | $1,468 | $2,871-48.9% | $2,146-31.6% | $6,341-76.8% |
| Admin fee / account holder | $2,585 | $4,545-43.1% | $3,380-23.5% | $12,309-79.0% |