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 | $23,121 | $117,841-80.4% | $102,423-77.4% | $145,922-84.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.22% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,636 | $3,615-54.7% | $3,023-45.9% | $4,660-64.9% |
| Participant deferral / active EE | $3,650 | $5,731-36.3% | $5,053-27.8% | $6,688-45.4% |
| Admin fee / account holder | $1,020 | $13,326-92.3% | $9,451-89.2% | $13,397-92.4% |