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 | $20,865 | $106,890-80.5% | $84,015-75.2% | $152,861-86.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.27% | 104.99%-83.7pp | 71.31%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,711 | $2,734-37.4% | $1,983-13.7% | $4,762-64.1% |
| Participant deferral / active EE | $2,900 | $4,011-27.7% | $3,239-10.5% | $5,850-50.4% |
| Admin fee / account holder | $1,791 | $8,285-78.4% | $6,101-70.6% | $11,596-84.6% |