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 8-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 | $26,931 | $110,502-75.6% | $80,716-66.6% | $167,490-83.9% |
| Participation rate | 94.7% | 64.0%+30.8pp | 54.2%+40.6pp | 82.1%+12.6pp |
| Annual return | 12.49% | 120.54%-108.1pp | 87.28%-74.8pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,388 | $1,543+184.4% | $1,160+278.2% | $4,837-9.3% |
| Participant deferral / active EE | $4,177 | $2,871+45.5% | $2,146+94.7% | $6,341-34.1% |
| Admin fee / account holder | $666 | $4,545-85.3% | $3,380-80.3% | $12,309-94.6% |