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 | $24,500 | $210,648-88.4% | $177,989-86.2% | $145,922-83.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.17% | 385.86%-369.7pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,184 | $4,565-74.1% | $3,949-70.0% | $4,660-74.6% |
| Participant deferral / active EE | $1,664 | $6,958-76.1% | $6,276-73.5% | $6,688-75.1% |
| Admin fee / account holder | $7,106 | $12,013-40.8% | $10,363-31.4% | $13,397-47.0% |