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 | $13,375 | $48,230-72.3% | $67,502-80.2% | $80,856-83.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.04% | 18.28%-1.2pp | 3512.12%-3495.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $586 | $2,020-71.0% | $2,731-78.5% | $2,755-78.7% |
| Participant deferral / active EE | $939 | $2,924-67.9% | $4,000-76.5% | $4,296-78.1% |
| Admin fee / account holder | $4,205 | $3,681+14.2% | $3,998+5.2% | $6,918-39.2% |