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 | $21,787 | $99,020-78.0% | $86,590-74.8% | $147,584-85.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.30% | 1312.34%-1299.0pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,748 | $3,132-44.2% | $2,839-38.4% | $4,876-64.2% |
| Participant deferral / active EE | $5,008 | $3,972+26.1% | $3,609+38.8% | $5,439-7.9% |
| Admin fee / account holder | $526 | $5,710-90.8% | $4,906-89.3% | $10,885-95.2% |