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 | $24,842 | $55,415-55.2% | $155,509-84.0% | $74,495-66.7% |
| Participation rate | 90.0% | 61.9%+28.1pp | 78.2%+11.8pp | 67.2%+22.8pp |
| Annual return | 15.96% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,024 | $2,267-54.8% | $4,672-78.1% | $2,623-61.0% |
| Participant deferral / active EE | $1,415 | $2,836-50.1% | $5,626-74.8% | $4,346-67.4% |
| Admin fee / account holder | $2,692 | $1,738+54.8% | $15,912-83.1% | $1,942+38.6% |