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 7-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 | $24,672 | $96,305-74.4% | $80,569-69.4% | $139,434-82.3% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.8pp | 80.3%+13.4pp |
| Annual return | 21.81% | 1350.08%-1328.3pp | 935.43%-913.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,107 | $3,262-66.1% | $2,723-59.4% | $4,751-76.7% |
| Participant deferral / active EE | $4,932 | $5,232-5.7% | $4,447+10.9% | $6,710-26.5% |
| Admin fee / account holder | $1,090 | $6,599-83.5% | $5,377-79.7% | $11,403-90.4% |