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 | $22,237 | $70,606-68.5% | $53,898-58.7% | $142,382-84.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.98% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $479 | $1,202-60.2% | $932-48.6% | $4,299-88.9% |
| Participant deferral / active EE | $1,915 | $2,364-19.0% | $1,826+4.9% | $6,507-70.6% |
| Admin fee / account holder | $531 | $2,852-81.4% | $2,491-78.7% | $12,624-95.8% |