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 | $22,847 | $115,770-80.3% | $101,248-77.4% | $158,922-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.98% | 56.14%-29.2pp | 46.47%-19.5pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,398 | $4,175-66.5% | $3,660-61.8% | $4,761-70.6% |
| Participant deferral / active EE | $1,970 | $4,957-60.3% | $4,370-54.9% | $5,982-67.1% |
| Admin fee / account holder | $820 | $7,245-88.7% | $5,945-86.2% | $11,246-92.7% |