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 | $28,063 | $83,902-66.6% | $167,512-83.2% | $84,808-66.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 13.86% | 91.55%-77.7pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,696 | $2,264-25.1% | $3,882-56.3% | $2,631-35.5% |
| Participant deferral / active EE | $3,446 | $4,442-22.4% | $6,405-46.2% | $4,212-18.2% |
| Admin fee / account holder | $454 | $7,915-94.3% | $9,769-95.4% | $7,344-93.8% |