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 | $43,026 | $109,817-60.8% | $98,442-56.3% | $167,490-74.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.13% | 1956.69%-1943.6pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,285 | $3,224-29.1% | $2,960-22.8% | $4,837-52.8% |
| Participant deferral / active EE | $15,727 | $4,673+236.5% | $4,276+267.8% | $6,341+148.0% |
| Admin fee / account holder | $349 | $6,753-94.8% | $5,949-94.1% | $12,309-97.2% |