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 | $22,886 | $29,660-22.8% | $56,411-59.4% | $80,856-71.7% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 11.31% | 35.23%-23.9pp | 1701.33%-1690.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $893 | $669+33.4% | $1,039-14.0% | $2,755-67.6% |
| Participant deferral / active EE | $2,481 | $1,226+102.3% | $1,952+27.1% | $4,296-42.3% |
| Admin fee / account holder | $1,812 | $2,428-25.4% | $2,829-36.0% | $6,918-73.8% |