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 | $21,906 | $108,172-79.7% | $77,482-71.7% | $158,922-86.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.91% | 31.67%-12.8pp | 54.79%-35.9pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,323 | $1,325-0.2% | $986+34.1% | $4,761-72.2% |
| Participant deferral / active EE | $2,558 | $2,456+4.1% | $1,861+37.4% | $5,982-57.2% |
| Admin fee / account holder | $552 | $3,708-85.1% | $2,858-80.7% | $11,246-95.1% |