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 | $18,508 | $81,625-77.3% | $58,482-68.4% | $139,434-86.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.45% | 7404.20%-7382.7pp | 4239.32%-4217.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,700 | $1,398+21.6% | $1,053+61.4% | $4,751-64.2% |
| Participant deferral / active EE | $2,199 | $2,557-14.0% | $1,924+14.3% | $6,710-67.2% |
| Admin fee / account holder | $1,874 | $3,265-42.6% | $2,516-25.5% | $11,403-83.6% |