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 6-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 | $24,938 | $83,902-70.3% | $167,512-85.1% | $84,808-70.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.18% | 91.55%-76.4pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $911 | $2,264-59.8% | $3,882-76.5% | $2,631-65.4% |
| Participant deferral / active EE | $4,045 | $4,442-8.9% | $6,405-36.8% | $4,212-4.0% |
| Admin fee / account holder | $608 | $7,915-92.3% | $9,769-93.8% | $7,344-91.7% |