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 9-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 | $47,520 | $58,694-19.0% | $142,863-66.7% | $85,850-44.6% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 12.32% | 27.72%-15.4pp | 5637.54%-5625.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,759 | $1,423+93.9% | $4,144-33.4% | $2,565+7.6% |
| Participant deferral / active EE | $2,041 | $2,607-21.7% | $3,837-46.8% | $3,952-48.4% |
| Admin fee / account holder | $2,004 | $4,239-52.7% | $6,560-69.5% | $6,260-68.0% |