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 7-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 | $27,318 | $57,281-52.3% | $86,612-68.5% | $75,163-63.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.28% | 2670.75%-2653.5pp | 591.07%-573.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,010 | $2,314-56.4% | $3,022-66.6% | $2,670-62.2% |
| Participant deferral / active EE | $2,730 | $3,318-17.7% | $4,438-38.5% | $4,125-33.8% |
| Admin fee / account holder | $687 | $4,112-83.3% | $5,614-87.8% | $5,651-87.8% |