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 | $24,820 | $85,202-70.9% | $172,739-85.6% | $72,985-66.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.40% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $837 | $3,324-74.8% | $5,143-83.7% | $2,440-65.7% |
| Participant deferral / active EE | $2,520 | $3,260-22.7% | $5,198-51.5% | $3,607-30.1% |
| Admin fee / account holder | $3,930 | $5,884-33.2% | $13,954-71.8% | $5,124-23.3% |