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 | $20,039 | $65,409-69.4% | $98,442-79.6% | $85,850-76.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.73% | 21.76%-4.0pp | 1492.73%-1475.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,496 | $2,168+15.1% | $2,960-15.7% | $2,565-2.7% |
| Participant deferral / active EE | $3,552 | $3,166+12.2% | $4,276-16.9% | $3,952-10.1% |
| Admin fee / account holder | $378 | $4,593-91.8% | $5,949-93.6% | $6,260-94.0% |