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 | $22,958 | $157,256-85.4% | $141,162-83.7% | $152,861-85.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.48% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,668 | $5,261-68.3% | $4,735-64.8% | $4,762-65.0% |
| Participant deferral / active EE | $2,530 | $7,109-64.4% | $6,709-62.3% | $5,850-56.8% |
| Admin fee / account holder | $304 | $12,120-97.5% | $10,261-97.0% | $11,596-97.4% |